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.
Dennis Bacon is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in New York, New York. Dennis works closely with individuals and families, helping them pursue what is most important to them by taking a more purposeful and structured approach to their financial lives. Deeply committed to the long-term well-being of each client, he strives to deliver a differentiated client experience that testifies to the singularity of each personal and family dynamic.
Dennis looks to combine technical insight and acumen with an unwavering commitment to client service. He integrates the advice and guidance of teammates and specialists, who work in concert to uncover possible efficiencies on both sides of a client’s balance sheet. Dennis believes that each client’s wealth framework should be as unique as his or her situation. He incorporates multiple factors within his approach, including a client’s legacy aspirations, personal or professional milestones, family dynamics, and philanthropic interests. In addition to traditional wealth disciplines, such as investment management, trust and estate planning, and banking, Dennis is also adept in specialized offerings, including art lending, next-generation stewardship, and liquidity strategies for alternative investment professionals.
Dennis has worked in financial services since 2006. He began his career at the Private Bank (formerly U.S. Trust) in 2013 after serving in the investment banking division of Bank of America Merrill Lynch. Previously, he was an Associate with Sagent Advisors, a boutique investment bank. He earned his M.B.A from the University of North Carolina’s Kenan-Flagler Business School and his B.A. in political science and economics from The George Washington University.
Dennis is very active with the UNC alumni community and frequently serves as a guest lecturer and mentor to Tar Heels who are interested in financial services careers.
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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.