Diego A. Patino

Senior Vice President, Private Client Advisor

Professional Profile

Diego Patino is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in Houston, Texas. Supported by the global enterprise and in concert with a team of experienced specialists, Diego caters to the distinct and often complex financial needs of active and retired business owners, entrepreneurs, C-suite executives, professional athletes, and generations of client families.

Diego is a CERTIFIED FINANCIAL PLANNER (CFP) professional* who emphasizes the value of a planning-based approach that is ongoing – not a one-time event. Over the course of each relationship, he asks questions of clients about their most significant achievements and ambitions, and their greatest concerns. Listening and learning, Diego coordinates the development of a highly customized strategy for each client – one that can span investment management, strategic banking and credit (including the purchase of commercial real estate), daily liquidity solutions, and estate planning services.

Before joining the Bank of America Private Bank (formerly U.S. Trust) in 2017, Diego served as a private banker at Citi Private Bank. He began his financial services career in 2001 at Van Kampen Investments.

Diego holds a Bachelor’s degree in finance from the University of Houston. A loyal UH Alumni Association member, he enjoys mountain biking and playing golf. Diego resides in Katy, Texas with his wife, two children and two dogs.


*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

EDUCATION

  • University of Houston

ORGANIZATIONS

  • University of Houston Alumni Association

Let's Have A Conversation

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.