David Middlemiss

Senior Vice President, Private Client Advisor

Professional Profile

David Middlemiss is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management, in Melville, New York. David provides customized financial advice and guidance to individuals and families, helping them advance their objectives with forethought and care. With more than three decades of direct wealth management and investing experience, he is skilled in anticipating and addressing the distinctive concerns of high net worth clients. He has particular depth advising business owners and entrepreneurs, sensitive to the intersection of their personal and professional wealth. 

A skilled problem-solver, David offers the knowledge and insight he has gained from advising clients in diverse industries, including real estate, technology, financial services, and healthcare. He appreciates the limited nature of an entrepreneur’s time. Consequently, he fosters a client experience that is accessible, direct, and efficient. Clients look to him for in-depth analysis that reflects their unique parameters, opportunities, and challenges. His areas of focus include business structuring, pre-transaction planning, customized lending, cash-flow analysis, and investing. David also works in concert with a team of locally-based U.S. Trust® specialists, who offer in-depth insights in portfolio management, wealth strategy, trust and estate planning services, banking, and philanthropy. 

Prior to joining U.S. Trust, David was a Senior Private Banker with Wells Fargo Private Bank in Melville. Previously, he spent more than ten years with J.P. Morgan Private Bank, also in Melville, where he advised ultra high net worth individuals and families. His career includes more than two decades as a Portfolio Manager with UBS and ING Furman Selz Capital Management in Manhattan, where he gained extensive capital markets experience. He holds a B.A. in Economics from Fordham University.

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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.