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.
Matthew Brogan is a Senior Vice President and Private Client Manager at Bank of America Private Bank in Florham Park, New Jersey. Matt is the day-to-day relationship manager and primary contact for ultra-high-net-worth clients and their families. He can assist clients with their strategic banking, liquidity and credit needs as well as investment management. Matt leads a Private Bank team of wealth strategists, portfolio managers and trust specialists who together oversee client wealth and legacy planning.
Matt’s commitment to help clients pursue their most challenging goals is evident in how he navigates throughout Bank of America, consulting with an extended team of dedicated associates, to assist clients with virtually any financial challenge. He believes in open communications with clients and is respectful of their time. Matt listens for client priorities and preferences, gauging their receptivity to alternate approaches that can help with complex credit, banking and liquidity needs. He strives to leave no avenue unexplored and is dedicated to pursuing a variety of potential banking solutions, not just the most expeditious one. Matt believes that no matter what his analyses conclude, he makes it a point to keep clients well-informed with prompt responses, reasons and alternative strategies, as needed.
Matt’s banking career spans three decades. He joined Bank of America Private Bank (formerly U.S. Trust) in 2013 from Deutsche Private Bank where he worked for four years. Prior to that he held various banking and investment management positions with leading money center banks in New York City, including Citi Private Bank and JP Morgan Private Bank. Matt earned his B.S. in business administration from the State University of New York, at Oswego.
Matt and his spouse have two children and live in Midland Park, New Jersey. He enjoys following his children’s youth sports activities and has coached their basketball teams.
- SUNY Oswego
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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.