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.
Donna Roseman David is a Senior Vice President and Senior Trust Officer with Bank of America Private Bank in West Hartford, Connecticut. She is a member of a professional services team serving high-net-worth individuals and families, working with them on trust administration, estate planning and complex wealth transfer issues.
Donna joined Bank of America Private Bank (formerly U.S. Trust) in 2014 after serving as the Chief Financial and Chief Administrative Officer for the Community Foundation of Western Massachusetts. Previously, she was Senior Gift Planning Officer at the Hartford Foundation for Public Giving. Donna began her career as a tax accountant with Kostin, Ruffkess & Company.
Ms. Roseman David holds a B.S. in accounting from the University of Connecticut and a M.S. in taxation from the University of Hartford.
Donna is a member of the Connecticut Society of CPAs, serving on the estate and gift tax and nonprofit committees. She is a member and past president of the Estate and Business Planning Council of Greater Hartford. She is a former board member and treasurer of the Connecticut Women's Council, served as chair of the Audit Committee for the Jewish Federation of Greater Hartford, and served on the board of Auer Farm.
*Donna does not provide tax or accounting advice in her role with Bank of America Private Bank.
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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.