Keith Dolin is a Managing Director and Market Director for Bank of America Private Bank in Florham Park, New Jersey. For more than 30 years, he has worked directly with a select circle of ultra-high-net-worth clients. Most are financially-astute serial entrepreneurs and business owners. Many share passions with Keith – their love of family and boating (on their vessel or his).
An active listener and responsive problem solver, Keith finds it fulfilling to help clients address challenges and explore opportunities. In serving generations of families nationwide, Keith puts a premium on communication that seeks to inform and educate. Immersing himself in a client’s family dynamics, Keith often helps multiple stakeholders agree on a course of action that satisfies several concerns. For Keith, cultivating trusted relationships with both spouses and clients’ grown children is a key objective.
Keith is a long-time believer in "staying the course and staying in the market." Beyond his focus on diversified, risk-managed investing strategies, Keith and his team of specialists provide intergenerational wealth planning, tax minimization strategies, and access to financing for yacht, aircraft and art purchases, as well as residential lending.
Keith and his wife reside in Basking Ridge, New Jersey with their five children. Keith serves on the advisory committees of Calvary Hospital and Schoodic Institute. A former board member of Newark Museum and the Visual Art Center, he is a member of the New York Yacht Club.
*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. Rebalancing may pose a tax event.
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.