James W Fanelli

Managing Director, Market Director

Professional Profile

James W. Fanelli is a Managing Director at U.S. Trust, Bank of America Private Wealth Management located in West Hartford, Connecticut. Jim is responsible for the team that provides Wealth Management/Institutional Philanthropic Solutions, including Investment Management and Consulting Services, to wealthy families and Not-For-Profit Institutions. Jim joined Bank of America predecessors in 1978 and has held various positions in the organization.

Jim received a Bachelor of Science degree in Marketing and an MBA in Finance from the University of Connecticut. Jim also holds the CERTIFIED FINANCIAL PLANNER™ certification.

Jim is an active member of the community and currently serves on the Board of Directors for the CT Children’s Medical Center, Board member for The National Conference For Community & Justice, Chairman of the Finance Committee St. Ann’s Church of Avon, Member of Finance Committee Golf Club of Avon, Member of the Estate and Business Planning Council of Hartford and Member of UNICO. Jim is a former  Trustee of the Hill-Stead Museum , former Trustee of the CT Rivers Council, Boy Scouts of America, Past Member of the Hartford Foundation for Public Giving Professional Advisory Committee, and Past President of the Golf Club of Avon.

Jim resides in Avon, Connecticut.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.

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

Michelle Hagan

Private Client Manager

860.313.7024
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Daniel (Dan) P. Casper

Wealth Strategies Advisor

860.313.7025

Stephen D Woodruff

Portfolio Manager

860.313.7017

Suzanne S Giuffrida

Senior Trust Officer

860.313.7022

Antonino S Rossitto

Portfolio Manager

239.254.3222

Donna L Roseman David

Senior Trust Officer

860.313.7032

Douglas O'Donnell

Portfolio Manager

860.313.7018

Tina M Marshall

Senior Trust Officer

860.313.7015

Key Contacts

Carole Simmons

860.313.7005

Roxanne S Sherwood

860.313.7028

Whitney G Longhi

860.313.7037

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.