Dana Sugar is a Senior Vice President and a Portfolio Manager at Bank of America Private Bank in Atlanta, Georgia. In this role, she is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services. Dana works with individuals and families, helping them manage their personal assets in keeping with their distinctive goals, risk tolerance, and personal circumstances. This includes assisting clients with establishing goals, working towards developing an appropriate overall investment strategy, formulating potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching their objectives.Prior to joining Bank of America Private Bank in 2024, Dana served as an Investment Market Director at PNC Institutional Asset Management using her experience and insight to provide complex investment solutions for institutional investors across the country. Previously, she was a Senior Investment Consultant with Wilmington Trust, where she managed investment portfolios for pension funds, endowments, foundations, and other non-profit organizations. With more than 26 years in the investment industry, Dana has also held positions with Watson Wyatt and Morgan Stanley.Dana earned a B.A. degree in European culture from Vassar College and an M.B.A. from the University of Cincinnati. She currently serves on the Board of the Center for Puppetry Arts as Treasurer, and previously served on the Investment Committee for the Jewish Federation for Greater Atlanta.
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.