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.
James Gavin is Senior Vice President and Senior Trust Officer for Bank of America Private Bank in Boston, Massachusetts and neighboring New England states.
James works with a team of professionals to develop and implement comprehensive sophisticated fiduciary strategies for ultra-high and high-net-worth clients
involving trust administration, estate planning, and multi-generational wealth transfer and preservation.
Throughout his corporate career and tenure in private practice James has developed extensive experience advising clients in the use of trusts for fulfilling wealth management and preservation objectives. Joining Bank of America in January 2017, James had been with the J.P. Morgan Private Bank where he spent nine years as a partner in its fiduciary division, focusing on trust administration and sophisticated tax and estate planning matters traversing the domestic and international sphere.
In his role as a trust and fiduciary advisor for SunTrust Bank’s Private Wealth Management in Washington D.C., 1998 to 2008, James consulted with high and ultra-high-net-worth clients including closely-held business owners on wealth structuring and disposition techniques, building upon four years of trusts and estates experience with Merrill, Princeton, New Jersey. Probate proceedings and estate litigation were a centerpiece of his work at O’Dwyer and Bernstien, the New York trial law firm co-founded by the late Paul O’Dwyer, former president of the New York City Council.
A member of the Bar*—New York and New Jersey-- James was honored to serve as law clerk to United States District Court Judge Glen H Davidson of the Fifth Circuit, Oxford Mississippi.
James holds a Master of Laws degree (LL.M) in taxation bestowed by Georgetown University’s Law Center, Washington, D.C. He received a juris doctor (J.D.) from Fordham University School of Law, New York, NY, and a baccalaureate from Northwestern University, Evanston, Illinois. Before commencing legal study, James was a senatorial aide and press secretary in the U.S. Congress.
In his position with Bank of America, James does not offer or provide legal advice.
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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.