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.
Denise A. Long is a Senior Vice President and Senior Portfolio Manager at Bank of America Private Bank in Dallas, TX. In this role, she is responsible for creating and maintaining personalized investment strategies for individuals and families as well as customizing investment strategies for foundations and endowments. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching the initial goals and objectives set forth. In addition, she supports clients in navigating through changing market environments to provide traditional guidance in the areas of asset allocation.
Prior to joining Bank of America Private Bank, Denise worked at an investment consulting firm in the private client advisory practice. She specialized in institutional sized pools of assets for clients ranging from family offices and ultra high-net-worth investors to foundations and pension funds. Prior to that, Denise worked at major banking institutions as a portfolio manager and a financial consultant where she designed and implemented investment strategies. She has also operated and sold a private business.
Denise earned her Bachelor of Arts degree in from Rollins College in Winter Park, FL. She holds the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA® Institute and the CFA® Society of Dallas/Fort Worth. She is also a CERTIFIED FINANCIAL PLANNER™ certificant. Denise is an active community volunteer and currently supports Girls Inc. of Metropolitan Dallas. In the past, she has supported several charitable organizations including co‐chairing JBS Unique Boutique Volunteer, board member of Safe Connections, and volunteer for Quilt National for over ten years.
Denise does not provide tax advice in her role at Bank of America Private Bank.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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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.