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.
John is a Managing Director and Market Director for Bank of America Private Bank in Rochester, New York. John leads a team of private banking professionals that provides wealth management and private banking services to business owners, high-net-worth families, private foundations and nonprofit organizations. John is responsible for providing strategic guidance to clients and together with his team deliver investment management, wealth structuring, trust and estate planning, residential and commercial real estate finance, security based and customized lending, and philanthropic services.
John also serves a member of Bank of America's leadership team in Rochester and previously served as Bank of America's Market President for Rochester & Finger Lakes Region for nearly ten years. In that capacity he drove the market's business integration activities following the acquisition of U.S. Trust and Merrill Lynch. John also led Bank of America's efforts to champion strategies to combat the abandoned property and foreclosure issues in Rochester, New York stemming from the financial crisis. His experience in the Market President role included delivering the company’s corporate social responsibility strategy locally, overseeing philanthropic grants, community development lending and investing activities, volunteerism and serving as a steward for the Bank of America lending & investing initiatives.
John's 35 plus year career with Bank of America also includes over 15 years as a Corporate and Commercial Banker within Bank of America's Global Commercial Bank where he worked with a broad range of publicly and privately held businesses. John and his team were responsible for developing some of Bank of America's largest commercial banking relationships. His career with Bank of America also included roles with Bank of America predecessor institutions including having served as Chief Financial Officer of Fleet Bank (Metro New York) and Norstar Bank of Central New York.
John recently ended his term as Vice Chairman of the Board of Directors for the Greater Rochester Chamber of Commerce and continues to serve on its Executive Committee. He holds a B.S. with double majors in Finance and Accounting from Oakland University in Rochester, Michigan.
- Greater Rochester Chamber of Commerce
- Oakland University
Private Bank CIO Audiocast Series
Tune in at 2:00 PM EST on Monday and Friday for the latest insights.
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
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.