David Middlemiss

Senior Vice President, Private Client Advisor

Professional Profile

David Middlemiss is a Senior Vice President and Private Client Advisor with the Private Bank (formerly U.S. Trust) in Melville, New York. He applies more than three decades of wealth management and investing experience to help high-net-worth families and individuals anticipate and address their distinctive financial concerns. David works with many business owners and entrepreneurs, focusing on strategies that address their personal and professional wealth management objectives. He appreciates an entrepreneur’s time constraints and seeks to create a client experience that is accessible, direct and efficient.

Clients look to David for guidance in analyzing their financial parameters, opportunities and challenges. He has gained knowledge and insight from working with individual clients in a variety of industries, including real estate, technology, financial services and healthcare. His primary areas of focus include business structuring, pre-transaction planning, customized lending, cash-flow analysis and investing. In addition, he works in concert with a team of locally based specialists who can offer strategies and solutions for portfolio management, wealth management and philanthropy, as well as banking and trust and estate planning services.

Prior to joining the Private Bank in 2018, David was a senior private banker with Wells Fargo Private Bank in Melville. Previously, he spent more than 10 years advising ultra-high-net-worth individuals and families at J.P. Morgan Private Bank. His career includes more than two decades as a portfolio manager at UBS and ING Furman Selz Capital Management in Manhattan, where he gained extensive capital markets experience. He holds a Bachelor’s degree in economics from Fordham University.

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Frances Beiro

Private Client Manager

631.547.7617

Key Contacts

Theresa (Teri) A Engel

631.547.7762

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank (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.

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.