James W Fanelli

Managing Director, Market Director

Professional Profile

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

860.313.7025

Stephen D Woodruff

Portfolio Manager

860.313.7017

Suzanne S Giuffrida

Senior Trust Officer

860.313.7022

Antonino S Rossitto

Portfolio Manager

239.254.3222

Donna L Roseman David

Senior Trust Officer

860.313.7032

Douglas O'Donnell

Portfolio Manager

860.313.7018

Tina M Marshall

Senior Trust Officer

860.313.7015

Michelle Hagan

Private Client Manager

860.313.7024

Key Contacts

Carole Simmons

Private Bank Senior Associate

860.313.7005

Roxanne S Sherwood

Private Bank Senior Associate

860.313.7028

Whitney G Longhi

Private Bank Senior Associate

860.313.7037

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

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.

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.