Nicholas P Finkle

Managing Director, Portfolio Manager

Professional Profile

Nicholas P. Finkle is a Managing Director and Portfolio Manager at Bank of America Private Bank in New Haven, Connecticut. In this role, he is responsible for creating and maintaining personalized investment solutions utilizing a broad range of wealth management services including financial planning and wealth strategy based upon the client's risk tolerance, time horizon, liquidity needs and overall goals. This includes working towards developing an appropriate overall strategy, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching the initial goals and strategies set forth. In addition, he supports clients in navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax-minimization strategies, asset preservation and wealth transfer strategies.

Nick joined Bank of America Private Bank (formerly U.S. Trust) in 2010, and has over 14 years of experience in investments and financial planning. Prior to joining Bank of America Private Bank, Nicholas worked as a Financial Planner at Barnum Financial Group, where he managed investments and did financial planning for individuals and small businesses.

Nick earned his Bachelor of Science degree in business administration with a concentration in finance from Marist College, and received his Master's in Business Administration (MBA) from Quinnipiac University. He holds the CERTIFIED FINANCIAL PLANNER™ certification. In addition, he holds the Chartered Financial Consultant® and CSRIC® designations.  





*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

 
*Chartered Financial Consultant® and the ChFC® mark are the property of the American College, which reserves the sole rights to its use, and is used by permission.

*The College for Financial Planning Institutes Corp. owns the service marks Chartered SRI Counselor℠, CSRIC®, and the CSRIC®  logo, and the certification marks Chartered SRI Counselor™, CSRIC®, and the CSRIC™ logo.

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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.

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.