Daniel (Dan) Duke

Managing Director - US Trust, Market Director

Professional Profile

Dan Duke is the Pacific Northwest Regional Managing Director and Market Director for U.S. Trust, Bank of America Private Wealth Management. In this role, Dan and his partner Rob Brewer work with high-net-worth individuals, families and institutions to leverage U.S. Trust's personalized wealth management strategy set, in support of the opportunities and challenges they face. He leads strategy and growth for the Pacific Northwest Regional U.S. Trust® team.

Dan has over 20 years of experience leading wealth management teams and working directly with high-net-worth families, non-profits and institutions in both the United States and Canada.

Dan holds a Bachelor of Arts Honors degree in Economics from Queen's University in Ontario, Canada and an MBA degree from The Anderson School at U.C.L.A. Dan holds the Certified Private Wealth Advisor (CPWA®) designation from the Investment Management Consultants Association (IMCA®) taught in conjunction with The University of Chicago Booth School of Business.

Dan is an active member of his community, working with various corporate and non-profit groups. Dan lives in West Bellevue with his family.

Investment Management Consultants Association® (IMCA®) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA® and Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.

Our Team

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

Jean-Pierre (JP) Green

Private Client Manager

425.467.9803

Laura S Jones

Private Client Manager

425.467.9714

Paul D Stavig

206.358.0721

Richard N Stice

Portfolio Manager

206.358.3342

Justin Rolfe

Portfolio Manager

206.358.0465

Jennifer Flewelling

Portfolio Manager

206.358.3250

Alicia G. Bennett

Portfolio Manager

425.467.9774

Richard L Powell

Senior Trust Officer

253.310.4586

Key Contacts

Melissa S Gray

425.467.9808

Elizabeth (Liz) Rhoton

425.467.9799

Rachel M Miller

425.467.9779

Dominic Impala

425.467.9749

Barbara A Doyle

425.467.9701

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

You don’t define your wealth by numbers alone, but also by the opportunities it provides. For more than 200 years, U.S. Trust has helped clients navigate the complex challenges of managing significant wealth. We draw on U.S. Trust’s personalized approach and private banking services, as well as the resources of Bank of America Corporation, 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.

At U.S. Trust, 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.