At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. 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 is on providing today’s clients with disciplined financial strategies and a bridge across generations.
Managing Director, Private Client Advisor
Stefan is a Managing Director and Private Client Advisor at Bank of America Private Bank in Chevy Chase, Maryland. He works with high-net-worth individuals, families and business owners to implement strategies based on a thorough understanding of their personal values, wealth management and wealth transfer goals and their vision for their legacy. Stefan leads a team of specialists in delivering a family office experience to his clients. His team is highly skilled in creating customized plans, including building financial models, and identifying innovative strategies for investment management, wealth transfer, lending and philanthropy for all of his clients as well as succession and exit planning for owners of privately-held companies.
Stefan graduated from Georgetown University with a Bachelor of Arts in international relations in 1991, and earned a Master of Arts in foreign affairs at the University of Virginia in 1994, and a Juris Doctorate at the School of Law at the University of Virginia in Charlottesville, VA in 1997.
Prior to working in the financial services industry, he practiced law for 15 years in New York and Washington, D.C. Stefan is admitted to practice law in the District of Columbia and the State of New York, and is a member of the American Bar Association, the Estates and Trusts Bar of the District of Columbia and the Estate Planning Council for each of Washington, D.C. and Montgomery County. He is very active in his community and currently serves on the Advisory Board for the Community Foundation of Montgomery County.
Stefan lives in Bethesda, Maryland with his wife and two sons.
Stefan does not provide legal or tax advice in his role at Bank of America Private Bank.
- Advisory Board, Community Foundation for Montgomery County
- Advisory Board, Network for Teaching Entrepreneurship
- American Bar Association
- Board of Directors, DC Vote
- D.C. Estate Planning Council
- District of Columbia Bar
- New York State Bar
- Georgetown University
- University of Virginia School of Law
- University of Virginia, Wilson School of Foreign Affairs
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Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.
Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change
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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST
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 families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.