Simone S. Branigan is a Senior Vice President and Private 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 also 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 fourteenth 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.
Simone enjoys hiking and 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.
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 familieis, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies or plan future growth, our commitment is to making your goals our priotity. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. 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 in on providing today's clients with disciplined financial strategies and a bridge across generations.