Simone S Branigan

Senior Vice President, Private Client Advisor

Professional Profile

Simone S. Branigan is a Senior Vice President, Senior Private Client Advisor and Institutional Client Advisor at Bank of America Private Bank, based in Los Angeles. She works closely with clients to address a range of wealth management and institutional asset management needs. She 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.

Simone is a veteran in client relationship management, credit and investment strategy, and overall strategic advisory leadership for high net worth individuals, corporate executives, privately held companies and non-profit & philanthropic organizations. She has extensive experience in real estate finance/asset management, private equity, corporate finance, derivatives, investment concepts, and coordination of advisors for family offices, private & public foundations and privately held companies. She holds the Bank of America Private Bank title of Institutional Client Advisor, and leads the non-profit and philanthropic relationship management in a formal partnership with Merrill in her region.

During her career of over 25 years, Simone has held positions at Union Bank, City National Bank, Bank of America, Jones Lang La Salle, and Deloitte. Simone spent 10 of those years as a commercial banker at Bank of America and returned for her twelfth year with the bank. Simone’s academic credentials include a Master of Business Administration degree in Finance with honors on a teaching fellowship from Marshall School of Business, University of Southern California, a Bachelor of Arts degree in International Government and Economics from University of California Los Angeles, and the Exchange Program at Georgetown University, School of Foreign Service.

Her philanthropic and non-profit board & financial leadership experience includes several non profits & philanthropic organizations throughout the Los Angeles metropolitan area in health care, food distribution, education, athletics, environmental and the arts.

She also holds Series 7 & 66 FINRA registrations, California State Life Insurance licenses, and Real Estate Credentials. Simone enjoys hiking & biking in the Santa Monica Mountains, water sports, island travel and cooking at home.


*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

EDUCATION

  • UCLA
  • USC - Marshall School of Business

LANGUAGES

  • English
  • Spanish

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

Maryam Shah Hosseini

Private Client Manager

213.861.5073

Nicholas Tower

Private Client Manager

310.785.6147

Harlan H Thompson

Portfolio Manager

213.861.5172

James F. Nicholas

Portfolio Manager

310.785.6128

Evan Greenburg

Portfolio Manager

310.785.6017

Yvonne L Phillips

Senior Trust Officer

310.531.5516

Key Contacts

Guadalupe (Lupe) Almaraz

Private Bank Senior Associate

213.861.5240

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.