Samuel C Dunkel

Vice President, Private Client Associate

Professional Profile

Samuel Dunkel is a Vice President and Private Client Associate with Bank of America Private Bank in Portland, Maine. He works closely with high- and ultra-high-net-worth individuals and families to develop a deep understanding of their current financial landscape, as well as their wealth management goals and evolving needs. By discerning what is distinctive about each client’s circumstances, he can marshal the extensive resources of the Private Bank to address complex wealth management needs. 

Sam leads a team of highly skilled professionals to provide dynamic strategies across many disciplines, including investment management; trust, estate and legacy planning services; customized credit and lending; philanthropy and family wealth education. He believes the fiduciary platform offered by the Private Bank is a critical factor in his team’s commitment to provide a superior experience tailored to each client relationship.

Sam has deep roots in the Portland community. Raised in a restaurant-owning family, he has a legacy connection to the city’s hospitality business sector. Many of the clients he works with have sold businesses and relocated to Maine, where they are seeking opportunities to pursue the next chapter of their lives.

Prior to joining the Private Bank (formerly U.S. Trust) in 2018, Sam was an assistant vice president and relationship manager at a Bank of America financial center in the Greater Portland Area. He is active in a leadership program sponsored by the Maine Association of Nonprofits.  

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

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.