Dirk Harris

Senior Vice President, Private Client Advisor

Professional Profile

Dirk Harris is a Senior Vice President and Private Client Advisor at Bank of America Private Bank based in San Diego, California. He works closely with high net worth individuals, families, business owners and philanthropists to address a wide range of wealth management needs. Dirk leads a team of Private Bank® specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, credit and banking, liquidity-event strategies, and philanthropy to help clients realize their financial goals.

Prior to joining the Private Bank, Dirk served as Managing Director of the Private Client Group of an independent registered investment advisory firm helping add to his experience and insight into the complex wealth management needs of wealthy individuals and families. Previously, Dirk was the Chief Investment Officer and Portfolio Manager with an Indiana-based Single Family Office. 

Dirk is a graduate of Louisiana State University Honors College with Bachelors of Science degrees in Microbiology and Finance. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional as well as a Chartered Financial Analyst® (CFA®) charter holder.

An active member of his community, Dirk currently serves on the board of the Rotary Club of La Jolla.

Dirk does not provide legal advice in his role at the Private Bank. 


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Adrienne Schwartz

Private Client Manager

619.515.5858

Eric Baggett

Wealth Strategies Advisor

619.515.5645

Stephen Ross

Portfolio Manager

619.515.5625

Holly Cannady Tapia

Senior Trust Officer

619.515.5549
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Noralinda Aquino

Trust Officer

619.515.5608

Michael Valentini

Portfolio Manager

619.515.5609

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 (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.