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.
Nicholas (Nick) Shakan
Vice President, Portfolio Manager
Nicholas Shakan is a Portfolio Manager at Bank of America Private Bank in Providence, Rhode Island. He joined Bank of America Private Bank (formerly U.S. Trust) in 2016. In this role, he is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services including investment planning and wealth strategy. This includes assisting clients with establishing goals and objectives, 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, retirement, and multi- generational strategies from risk-based approaches to banking and lending needs.
Prior to joining Bank of America Private Bank, he served as a Portfolio Oversight Associate at U.S. Trust helping give him experience and insight into the wealth management needs of high-net-worth individuals and families. Previously, he was Performance Analyst at Columbia Threadneedle Investments.
Nicholas Shakan obtained a Master of Business Administration from Providence College. Nicholas holds the CERTIFIED FINANCIAL PLANNER™ certification and also earned the Chartered SRI Counselor™ designation.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
*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.