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.
Steven is a Senior Vice President & Senior Trust Officer within Bank of America Private Bank in Portland, Maine with over 41 years of trust and investment experience. He is responsible for all aspects of trust administration and investment management for clients and their families. He is also responsible with assisting his clients with their philanthropic planning, retirement planning, estate planning and estate settlement.
He joined Bank of America in September of 2006. Prior to joining Bank of America, Steven spent 13 years with KeyBank, a regional bank, as Vice President & Trust Officer where he was responsible for trust administration, estate planning, estate settlement and investment management. Prior to that, Steven was Head of Trust Administration for Green Mountain Bank as well as serving as their Vice President and Trust Officer in Rutland, Vermont. He also worked as a Private Banker for Connecticut Bank and Trust in Glastonbury, Connecticut and was a Trust Officer for BankNorth Group in their Rutland, Vermont office covering both the Rutland and Woodstock markets.
Steven earned his B.S. degree in business management and a minor in marketing from Castleton State College, and 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 Maine Estate Planning Council and a Scarborough Kiwanian.
Steve has been affiliated in various capacities with a number of local charities ranging from United Way, Chamber of Commerce, Scarborough Kiwanis, Maine Children’s Cancer Program, Maine Medical Center, Mercy Hospital, Southern Maine Flames, Scarborough Community Services, Scarborough Bike Safety Program, R.S.V.P (Vermont), Vermont Bankers Association Trust Division as Chairperson, Connecticut Valley Estate Planners Council, Rotary and the Boy Scouts of America.
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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.