Nathaniel Trobiani

Vice President, Private Client Associate

Professional Profile

Nathaniel Trobiani is a Vice President, Private Client Associate at Bank of America Private Bank. Nathan joined the firm in November of 2014 and has over 10 years of investment, credit and banking experience supporting the needs of high-net-worth individuals, multi-generational families, as well as charitable institutions. He provides private wealth management services to help clients navigate the complexities of investment management, estate planning, asset preservation and wealth transfer strategies.

Nathan began his finance career in 2005 with RBC Capital Markets in Minneapolis, where he served as an Analyst in their Fixed Income Banking Group. From 2007 to 2009, he served as Executive Vice President for Reservoir Health Corp., a startup venture for consumer-driven health care plans leading up to the 2008 U.S. Presidential election. From 2009 to 2013, he served as a Financial Consultant for Valtinson, Bruner, & Young Financial Group in St. Paul, offering tax preparation, accounting and financial services.

Earning his Bachelor of Science in Business Administration degree in 2004 in Finance and Entrepreneurship from The University of Arizona--Eller College of Management, Nathan also holds the Chartered Retirement Planning Counselor (CRPC®) designation.

An avid supporter of his local community, Nathan is often seen volunteering for 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, a local alumni chapter for his college alma mater.

Nathan is a licensed investment professional and maintains active FINRA Series 7 & 66 registrations.


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

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

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

Ryan Christopher Johnson

Portfolio Manager

612.656.0348

Thomas C. Baxter

Senior Trust Officer

612.656.0388

Dorothy Kovar

Private Client Manager

612.656.0366

Key Contacts

Jayna L Guigar

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 (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.