James W Fanelli

Managing Director, Market Director

Professional Profile

James W. Fanelli is a Managing Director at Bank of America Private Bank located in West Hartford, Connecticut. Jim is responsible for the team that provides Wealth Management/Institutional Philanthropic Solutions, including Investment Management and Consulting Services, to wealthy families and Not-For-Profit Institutions. Jim joined Bank of America predecessors in 1978 and has held various positions in the organization.

Jim received a Bachelor of Science degree in Marketing and an MBA in Finance from the University of Connecticut. Jim also holds the CERTIFIED FINANCIAL PLANNER™ certification.

Jim is an active member of the community and currently serves on the Board of Directors for the CT Children’s Medical Center, Trustee of the Hill-Stead Museum , Chairman of the Finance Committee St. Ann’s Church of Avon,  Member of the Estate and Business Planning Council of Hartford and Member of UNICO. Jim is a former Trustee of the CT Rivers Council, Boy Scouts of America, Past Member of the Hartford Foundation for Public Giving Professional Advisory Committee, and Past President of the Golf Club of Avon and former Chair for The National Conference For Community & Justice .

Jim resides in Avon, Connecticut.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Daniel (Dan) P. Casper

Wealth Strategies Advisor


Stephen D Woodruff

Portfolio Manager


Suzanne S Giuffrida

Senior Trust Officer


Antonino S Rossitto

Portfolio Manager


Donna L Roseman David

Senior Trust Officer


Douglas O'Donnell

Portfolio Manager


Tina M Marshall

Senior Trust Officer


Michelle Hagan

Private Client Manager


Key Contacts

Carole Simmons

Private Banking Associate II


Roxanne S Sherwood

Private Banking Associate II


Whitney G Longhi

Private Banking Associate II


Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future


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.

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.