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Daniel Gallagher

Assistant Vice President, Portfolio Manager

Professional Profile

Daniel Gallagher is an Assistant Vice President and Portfolio Manager at Bank of America Private Bank. 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 role 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 strategies.  In addition, he supports clients in navigating through changing market environments to provide guidance in the areas of asset allocation, tax‐minimization strategies, retirement, and multigenerational strategies from risk‐based strategies to banking and lending needs.

 

Prior to joining Bank of America Private Bank, Daniel was a Registered Private Client Assistant at Janney Montgomery Scott working with a team advising ultra high net worth families. 

 

Daniel earned his Bachelor of Arts degree in Political Science from Temple University.  Daniel holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc.



*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

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We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

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.