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.
Donald J Spelman
Senior Vice President, Senior Trust Officer
Donald Spelman is a Senior Vice President and Senior Trust Relationship Officer within Bank of America Private Bank in New York New York. He is responsible for handling the coordination, implementation and management of clients’ financial planning, investment management, and fiduciary administration needs.
Donald joined Bank of America (formerly U.S. Trust) in September 1998 as a Financial Officer. Prior to joining the Bank of America, Donald managed individual investment accounts at Concord Equity Group where he worked with high-net-worth individuals as a Portfolio Manager. Prior to that, he spent 3½ years at Bankers Trust Company as a client relationship officer specializing in trust and estate administration.
Donald received his BA in management and marketing from Bryant College in Rhode Island.
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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.