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 B Miracle
Senior Vice President, Portfolio Manager
David B. Miracle is a Senior Vice President and Portfolio Manager at Bank of America Private Bank in Houston, Texas. In this role, he is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services. That includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall financial plan, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching the initial goals. In addition, he supports clients in navigating through changing market environments, providing traditional guidance in the areas of asset allocation, tax-minimization, retirement, and multi-generational wealth planning -- from risked-based strategies to banking and lending needs.
David earned his B.B.A. degree, cum laude, in finance and economics from Texas Tech University and his Masters of Science degree in finance with a specialization in asset management from the University of Illinois at Champaign Urbana. He is also a CFA® charterholder.
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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.