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 J.C. Byrne
Senior Vice President, Private Client Manager
Professional Profile
James J. C. Byrne is a Senior Vice President and Private Client Manager with Bank of America Private Bank in New York City. James provides coordination, oversight and direction for a client’s financial affairs, orchestrating effective collaboration across the members of a client’s Private Bank team. His tenure and continuity heighten James’s ability to advance measurable progress toward client objectives, allowing him to pinpoint appropriate resources, enterprise wide. Clients look to James for his informed perspective on the opportunities and challenges that significant wealth can entail.
James leverages his prior experience to make clients’ financial lives simpler and easier. He offers a robust approach grounded in critical thinking and careful analysis. An experienced team leader, James is also adept in overseeing complex initiatives from beginning to end, keeping clients apprised of the team’s efforts on their behalf. A skilled communicator, he facilitates close collaboration with a client’s external tax and legal advisors, as appropriate.
James joined Bank of America Private Bank (formerly U.S. Trust) in 2014. Prior to his current role, he served as a Senior Trust Officer. In this capacity, he advised clients about the creation and implementation of their fiduciary plans. Previously, James served as an Associate Wealth Strategist, where he guided clients to pursue their financial, estate and philanthropic planning objectives. Prior to joining the firm, he was a practicing attorney, where he specialized in estate planning, trust and estate administration, Surrogate’s Court proceedings and elder law. He earned his B.A. in Political Science from Providence College and his J.D. from St. John’s University School of Law.
James is admitted to the Bar in New York State and is a member of the Trusts and Estates section of the New York Bar Association.
James does not provide legal advice in his 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.
