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.
Managing Director, Portfolio Manager
Dean D'Amico is a Managing Director and Portfolio Manager at the Bank of America Private Bank in Conshohoken, Pennsylvania. In this role, he is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services including financial planning and wealth strategy. This includes assisting clients with establishing goals and objectives, working towards developing and appropriate overall strategy, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching their financial goals. In addition, he supports clients in navigating through changing market environments providing global asset allocation, tax minimization strategies, retirement and goal based strategies.
Prior to joining Bank of America Private Bank, Dean served an Senior Investment Strategist and Wells Faro Private Bank. At Wells Fargo he focused on managing institutional and high-net-worth private client portfolios. Dean is a CFA® charterholder and is a member of the Philadelphia Financial Analyst Society. Dean obtained a B.S. in economics from Kutztown University.
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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.