Diego A. Patino

Senior Vice President, Private Client Manager

Professional Profile

Diego Patino is a Senior Vice President and Private Client Manager at Bank of America Private Bank.  He is the primary point of contact for clients.  Diego’s main objectives are to listen to clients, help identify their needs, provide guidance and coordinate with the appropriate representatives in the Private Bank platform of extensive resources to support each client’s overall wealth strategy.  While developing new client relationships and helping to ensure a professional and personal client experience, Diego is responsible for assisting clients with investment management, strategic banking and credit, as well as daily liquidity and service needs.

Prior to joining Bank of America Private Bank, he served as a Private Banker at Citi Private Bank helping give him experience and insight into the wealth management needs of high net worth individuals and families.  Previously, he was a Vice President with Morgan Stanley. 

Diego obtained a Bachelor’s degree in Finance from the University of Houston.  In addition, he is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional 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.