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.
Dorian Osmani is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Providence, Rhode Island. Dorian provides sustained leadership and tailored advice to high-net-worth individuals, families, and institutions, helping them preserve, grow, and transfer their wealth more effectively. He draws on more than 25 years of banking experience, with particular depth addressing the needs of business owners, entrepreneurs, and senior executives.
An accomplished team leader, Dorian is skilled in connecting clients to the resources and capabilities that can have a measurable impact on their long-term trajectories. Working in concert with a team of locally based specialists, he supports clients in discerning the opportunities and challenges that can accompany substantial wealth. He offers a tax-sensitive approach that encompasses multiple disciplines, including business and succession planning, fiduciary investment management, trust and estate planning services, wealth strategy, charitable giving, and lending. Dorian strives to be a trusted advisor to clients, someone who appreciates the nuances of their situations, orchestrating steady progress to advance their interests and objectives.
Prior to joining the Private Bank in 2022, Dorian spent twelve years as a Senior Relationship Manager in Business Banking with Bank of America in Rhode Island and southeastern Massachusetts. During that tenure, he provided new business capital and tailored solutions to emerging growth companies, as well as pre-liquidity-event planning to an extensive network of clients. Dorian began his financial services career in 1997 at Bank of Boston, a predecessor firm of Bank of America, where he participated in its credit training program. Dorian earned his bachelor’s degree in Finance from the University of Massachusetts Dartmouth and his M.B.A. from Providence College.
Active in his community, Dorian has served on the board of Bruno United Soccer Club and enjoys coaching youth soccer. He also volunteers with youth sports organizations in the greater Providence area, as well as Special Olympics, the Rhode Island chapter of the ALS Association, the American Cancer Society, and the Leukemia and Lymphoma Society of Rhode Island.
Dorian and his wife, Stephanie Rossi, live in Warwick, Rhode Island, with their two children. A college basketball fan, Dorian is an enthusiastic supporter of the Providence Friars and is active with the Providence College Alumni Association.
In his role at Bank of America Private Bank, Dorian does not provide tax advice.
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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.