Diego M. Duran is a Senior Vice President and Senior Portfolio Manager with Bank of America Private Bank. In this role, he is responsible for creating and maintaining personalized investment strategies and a broad range of wealth management services including financial planning and wealth strategy. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions, and helping clients with conducting periodical reviews to monitor progress toward reaching the initial goals and strategies set forth.
In addition, Diego supports clients in navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax-minimization strategies, retirement, and multi-generational strategies from risk-based strategies to banking and lending needs. Investment choices include individual stocks and bonds, exchange traded funds, mutual funds, and alternative investments, which include hedge funds, private equity and structured solutions.
Diego’s extensive investment wealth management skills and more than 23 years of industry experience allow him to address the complex financial needs of wealthy individuals and institutions. Prior to rejoining Bank of America Private Bank, he had the opportunity to work for a major Canadian financial institution wealth’s division overseas, a boutique trust and investment group within a local community bank and most recently with two major regional banks' wealth divisions where he worked closely with high and ultra-high-net worth individuals and families, helping develop and implement investment programs for clients.
Diego obtained his Master of Science in Finance from Florida International University and his Bachelor of Science in Business Administration with a concentration in accounting and finance from Fordham University in New York City. He holds both his Chartered Financial Analyst® (CFA®) and Certified Trust and Fiduciary Advisor® (CTFA®) designations.
Diego has been a member of the Estate Planning Council of Palm Beach and has volunteered with the Boys and Girls Club of Riviera Beach, and the Comprehensive Alcoholism and Rehabilitation Program of the Palm Beaches. He currently resides in Jupiter, FL with his wife Norma of 21 years, and his two daughters, Sophia and Kamila.
*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.
• *CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA® Institute.
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.