At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.
David Gulman is a Vice President and Trust Officer at Bank of America Private Bank in New York, New York. David is responsible for providing comprehensive wealth management advice to high-net-worth individuals, families, and business owners. In particular, David provides guidance on developing and implementing estate plans, including advice on wealth transfer strategies, establishing new trusts that align with the client’s long-term objectives, and providing fiduciary oversight of trust and investment management accounts.
David has over 17 years of experience in wealth management. He joined Bank of America Private Bank in 2016 as a Family Office Senior Associate. Prior to joining Bank of America Private Bank, David worked as a Registered Client Associate at JP Morgan Securities, and prior to that he worked in similar roles at UBS Financial Services and Morgan Stanley Smith Barney.
David earned his Bachelor of Science in Business Administration from Monmouth University with a concentration in management. David holds the Certified Trust and Fiduciary Advisor (CTFA) designation, which is sponsored by the ABA Institute of Certified Bankers. David is also a member of the Estate Planning Council of New York City.
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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.