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John G. Stewart

Senior Vice President, Private Client Advisor

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John G. Stewart

Senior Vice President, Private Client Advisor
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Professional Profile

John Stewart is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management and has over 30 years of experience serving the financial needs of high net worth individuals, families, business owners and not-for profit institutions. John is responsible for providing strategic guidance to clients with respect to investment management, estate planning, philanthropic objectives, custom credit solutions and business owner succession planning. John leads a team of dedicated specialists and accesses the vast resources of U.S. Trust and Bank of America to help provide comprehensive solutions with a highly personalized client experience.

Prior to joining Bank of America in 2006, John was a financial advisor with Merrill Lynch and was previously with Key Bank's private bank serving affluent clients and also in their corporate banking group providing solutions to small and mid-sized businesses. As a former commercial loan officer, John also has extensive experience serving business owners and also providing complex credit facilities.

John holds a Bachelor of Science degree in Business Management from the State University at Plattsburgh and is a CERTIFIED FINANCIAL PLANNER™ certficant. 

John is a member of the Estate Planning Council of Eastern NY and active in the community having previously served on the advisory boards of the Regional Food Bank of Northeastern New York, The Salvation Army Albany Area Services and the Visiting Nurses Association of Albany.  John currently serves on the elder board for Bethlehem Community Church and has also been active in youth programs serving as an adult leader in Boy Scouts, a mentor/instructor with Junior Achievement and leading multiple mission trips for his church’s youth group.

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

John J Quinlan

Portfolio Manager

518.626.2776

Craig C Chenevert

Senior Trust Officer

518.626.2763

Rocky Fittizzi

Wealth Strategies Advisor

518.626.2766

Key Contacts

Debra M Cummings

518.626.2764

Lisa Smalley

518.626.2734

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

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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank (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.

Investing involves risks, and there is always the potential of losing money when you invest in securities.

Neither Bank of America Private Bank nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Asset allocation, diversification, dollar cost averaging and rebalancing do not ensure a profit or protect against loss in declining markets.

Investment products:
  • Are Not FDIC Insured
  • Are Not Bank Guaranteed
  • May Lose Value

Credit and collateral subject to approval. Terms and conditions apply. Programs, rates, terms and conditions subject to change without notice.

Bank of America Private Bank is a division of Bank of America, N.A., Member FDIC, and a wholly-owned subsidiary of Bank of America Corporation (BofA Corp.).

Certain Bank of America Private Bank associates are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) and may assist you with investment products and services provided through MLPF&S and other nonbank investment affiliates. MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of BofA Corp.

Bank of America, N.A. and U.S. Trust Company of Delaware (collectively the "Bank") do not serve in a fiduciary capacity with respect to all products or services. Fiduciary standards or fiduciary duties do not apply, for example, when the Bank is offering or providing credit solutions, banking, custody or brokerage products/services or referrals to other affiliates of the Bank.

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