Dennis K. Bacon

Senior Vice President, Private Client Advisor

Professional Profile

Dennis Bacon is a Senior Vice President and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management within the New York City metropolitan division. Dennis began his career at U.S. Trust in 2013 upon transitioning from Bank of America Merrill Lynch’s healthcare investment banking division. Dennis works with clients to help identify their primary goals and wealth management needs, coordinating both local resources and national capabilities to help pursue clients’ goals. Dennis and his team provide guidance on investment management, wealth transfer and residential and commercial credit needs, as well as trust and estate planning services. He can also offer clients access to banking, credit and lending opportunities from Bank of America, N.A. Additionally, Dennis focuses on the areas of generational wealth management, fine art lending and liquidity solutions for family offices and hedge fund professionals.

Dennis has worked in the financial services industry since 2006. Prior to joining U.S. Trust, he served as a Vice President at Bank of America Merrill Lynch, which provided him with experience and insight into financial markets, personal liquidity events and client relationship management. Previously, he was an Associate with Sagent Advisors, a boutique investment bank focusing on mergers and acquisitions.

Dennis Bacon obtained an M.B.A from the University of North Carolina’s Kenan-Flagler Business School and a B.A. in Political Science and Economics from The George Washington University.

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.