Nathaniel S Trobiani

Vice President, Private Bank Private Client Associate

Professional Profile

Nathaniel Trobiani is a Vice President and Private Client Associate with Bank of America Private Bank in Minneapolis, Minnesota. His investment, credit and banking experience supports the legacy wealth planning goals of high-net-worth individuals, multi-generational families and charitable institutions. He combines a collaborative team-based approach with the vast resources and fiduciary care of a national bank and trust company to deliver a boutique-like private client experience. A dedicated team of core industry specialists offers a client-centric view, designed to pursue tax-efficient investment management, estate planning, asset preservation and wealth transfer strategies.

Nathan began his finance career in 2005 with RBC Capital Markets, where he served as an Analyst in its Fixed Income Banking Group. His experience also includes tenures as Executive Vice President for Reservoir Health Corp., a startup venture for consumer-driven health care plans, and as a Financial Consultant for Valtinson, Bruner, & Young Financial Group, offering tax preparation, accounting and financial services. Nathan earned his B.S.B.A. in Finance and Entrepreneurship from The University of Arizona—Eller College of Management and McGuire Center for Entrepreneurship. He also holds the Chartered Retirement Planning Counselor (CRPC®) designation.

An avid supporter of his local community, Nathan volunteers with Twin Cities Habitat for Humanity, Second Harvest Heartland, Feed My Starving Children, among others. He also serves as a Member on the Board of Directors for TwinCitiesCats and as an Alumni Council Member for St. Paul Academy & Summit School. In his spare time, Nathan manages a competitive men’s soccer team and also enjoys golf, cycling, skiing and kayaking in the great outdoors.


*Nathan does not provide tax or accounting advice in his role with Bank of America Private Bank.

*Chartered Retirement Planning Counselor and CRPC® are registered service marks of the College for Financial Planning.

EDUCATION

  • St. Paul Academy and Summit School
  • University of Arizona, Eller College of Management

ORGANIZATIONS

  • St. Paul Academy and Summit School
  • TwinCitiesCats

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

Thomas C. Baxter

Senior Trust Officer

612.656.0388

Ryan Christopher Johnson

Portfolio Manager

612.656.0348

Elspeth Fox Weis

Private Client Manager

612.656.0351

Dennis J Coyle

Wealth Strategies Advisor

312.828.1268

Jennifer Novy

Structured Credit Executive

612.656.0384

Key Contacts

Jayna L Guigar

Private Banking Associate II

612.656.0369

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.