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.
Don is a Managing Director and Private Client Advisor with Bank of America Private Bank (formerly U.S. Trust) in Boston, MA. Don has over three decades of experience in commercial banking and wealth management, serving the needs of corporate executives, private equity partners, CPA's, entrepreneurs, high-net-worth families, private foundations, and nonprofit institutions. He offers a highly customized approach, connecting clients to the resources and capabilities that align with their immediate needs, as well as their long-term objectives. A veteran team leader, he is skilled in helping clients unwind the complexities and capitalize on the opportunities that can accompany significant wealth.
Don's tenure and continuity with the firm heighten his effectiveness in addressing the subtleties of each client’s situation. He directs a multi-disciplinary approach, collaborating with specialists in investments, trust and estate planning, credit and banking, business executive services, and philanthropy. He offers the one-on-one attention of a focused relationship, strengthened by a broader team and access to a wide range of resources, capabilities and specialists within the Private Bank and across the Bank of America enterprise.
Don starts by learning the priorities, values and goals of each client. He centers his work around what is most important to each individual or family, advancing steady progress toward clear objectives, and refines his approach based upon the dynamic interplay of each client’s personal and professional circumstances. In addition to traditional disciplines, such as investment management, trust and estate planning services, banking and philanthropy, Don is adept in providing customized lending and financing for a vast range of needs.
Prior to joining the Private Bank (formerly U.S. Trust), Don worked at Brown Brothers Harriman and State Street Bank.
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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.