Dawne Clark

Senior Vice President, Portfolio Manager

Professional Profile

Dawne Clark, CFA, is a Senior Vice President and Senior Portfolio Manager at Bank of America Private Bank.  Dawne is responsible for creating and managing custom investment solutions that access a broad range of wealth management services, based upon the client’s risk tolerance, time horizon, liquidity needs and overall investment goals.  This includes assisting clients to: establish goals, develop investment strategies, implement financial solutions, and conduct periodic reviews to monitor progress towards stated goals.  In addition, Dawne works with clients to navigate changing geopolitical, economic, and market environments to provide guidance in the areas of portfolio construction, asset allocation, and tax-minimization strategies.  She also provides multi-generational financial empowerment education and advice on wealth transfer strategies.  Dawne has been with Bank of America Private Bank (formerly U.S. Trust) since 2011.  

Dawne has 30 years experience in portfolio management and financial services.  Prior to joining Bank of America, she was a Portfolio Manager of private global real estate portfolios for institutional clients with Russell Investments.  She also served as the deputy Chief Investment Officer for the San Diego City Employees’ Retirement System where she managed all aspects of the public pension fund’s investment program.  She was also a Senior Financial Analyst with the City of San Diego’s capital improvement and municipal debt issuance division.  She began her financial career in 1990, as a business manager for an investment software development subsidiary of Montgomery Securities and prior to that in commercial banking with Imperial Bank, both located in San Francisco.  

Dawne earned her Bachelor of Science degree in Business Administration, emphasis in Finance, from San Diego State University. She holds the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA® Institute and CFA® Society of San Diego, where she served on the Board of Directors from 2005 – 2008 and 2011 – 2012.

 

*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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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.

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.