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 Strenz is a Senior Vice President and Portfolio Manager with Bank of America Private Bank in Paramus, New Jersey. Now in his third decade at the Private Bank, David joined the Glen Rock office after 20 years in New York City. He works closely with ultra-high-net-worth individuals and families, helping them with a highly customized investment portfolio to grow and preserve their wealth for future generations.
During his career in asset management, David has experienced a range of market and economic cycles. He has worked alongside clients during their most personal and emotional life events. David strives to put himself in your shoes when counseling you on your investment approach. He believes one of the most important tools he can offer you is hands on guidance and frequent dialogue during stressful financial times and during life transitions. When the financial world around you may appear to be chaotic, David remains committed to his craft and adapting to change, helping you and your wealth stay focused on your most important goals.
David is dedicated to assisting family members from different generations with their needs and helping them prepare to become effective stewards of family wealth. He can spend time with your children and grandchildren, helping enhance their financial knowledge, leading the investment discussions that interest them and answering their questions. He believes the intentions for your wealth can best be realized when the people around you have a grasp of the financial strategies used in your portfolio and how they are aligned with your wishes for the future.
David is a graduate of Radford University in Virginia. He resides in Montclair, New Jersey with his wife Lyzeth and their two children.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
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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.