Samuel C Dunkel

Vice President, Private Client Associate

Professional Profile

Sam is a Vice President and Private Client Associate with The Private Bank at Bank of America. In this role, Sam works with high and ultrahigh net worth individuals and families to build a comprehensive understanding of their financial landscape, goals and evolving needs. By discerning the complexities and unique attributes of each client, Sam can marshal the extensive resources of the Private Bank and provide a superior client experience tailored to fit each distinct relationship.

Sam leads a team of highly skilled professionals to provide dynamic strategies across many disciplines: Investment Management, Trust and Wealth Planning Services, Private Banking, Customized Credit and Lending, Philanthropy, Family Wealth Education.  Sam emphasizes the Private Bank's Fiduciary platform as a critical differentiating factor in our ability and commitment to deliver and meet our client’s expectations.

Prior to joining Bank of America Private Bank Sam was an Assistant Vice President and Financial Center Manager with Bank of America, N.A. in the Greater Portland Area.

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

Lisa Hudson

Private Client Manager

617.434.5227
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Steven G. Funk

Senior Trust Officer

207.253.7468

Ellen O'Keefe

Portfolio Manager

207.253.7469

Key Contacts

Laurie A Moy

207.253.7475

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.