Scott B Burns

Senior Vice President, Private Client Advisor

Professional Profile

Scott Burns is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in New York, New York. Scott works closely with high-net-worth individuals and Families to help optimize and manage their wealth. By identifying a client’s primary goals and needs, Scott and his team coordinate local resources and the national capabilities of Bank of America Enterprise to help clients reach their objectives. He leads a team of Bank of America Private Bank specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity-event strategies, lending and philanthropy.

Scott joined the Private Bank (formerly U.S. Trust) in 2003. Prior to his current role; Scott was co-head of a portfolio construction initiative where he was responsible for the management and oversight of a suite of model portfolios.  With over 15 years of experience in finance, Scott has held various positions within Bank of America Private Bank and the greater Bank of America organization, which have included investment consultant, portfolio manager and an investment product specialist. In these roles, he specialized in providing high-net-worth clients with complex and customized investment strategy, asset allocation and portfolio construction.

Scott holds a Bachelor of Business Administration from The College of William and Mary. He is a member of the Investments & Wealth Institute™ and he is a CIMA® professional focusing on investment management consulting.






Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management consultants.

EDUCATION

  • The College of William and Mary

LANGUAGES

  • English

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

Kristine Louis Reynal

Private Client Advisor

212.852.3680

John (Jack) E Crilly

212.852.2541

JEFFREY SAEGER

Portfolio Manager

212.852.3853

Andrew C Kosche

Portfolio Manager

646.556.4398

Key Contacts

Alisa Lamberto

Private Bank Senior Associate Lead

212.852.3322

Misael Mendoza

Private Bank Senior Associate Lead

646.855.3545

Anthony Abreu

Private Bank Senior Associate

212.852.2037

Griffin Faherty

Wealth Management Analyst - Private Bank

212.852.3659

Katherine (Kate) Milby

Wealth Management Analyst - Private Bank

212.852.2323

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 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.