Deno Takles is a Senior Vice President and Senior Trust Officer at Bank of America Private Bank in Boston, Massachusetts. His focus is on the administration of investment management and trust accounts for high-net-worth and ultra-high-net-worth families collaborating on their wealth and estate planning. Deno and team advise clients across a wide range of transfer strategies including the creation and implementations of personal trusts. He provides fiduciary acumen and oversight in the administration of various trusts, other fiduciary investment management accounts and individual retirement accounts.
Deno has been with Bank of America since 2000 starting with Fleet Bank, a Bank of America legacy bank. Prior to that, Deno was in the air freight business, in charge of the imports and exports of the local Seko Air Freight office. He was also a licensed customs broker.
Deno received his BA in economics and French from Kalamazoo College, and his MA in French linguistics from Indiana University Bloomington. He holds the Certified Trust and Fiduciary Advisor (CTFA) designation, which is sponsored by the ABA Institute of Certified Bankers. He is a member of the Parish Council for St. Mary Orthodox Church in Cambridge MA, as well as their Superintendent of the Sunday School.
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.