John G Duane

Senior Vice President, Private Client Advisor

Professional Profile

John Duane is Senior Vice President and Private Client Advisor in the Melville office of U.S. Trust, Bank of America Private Wealth Management. In this role, John serves as the lead advisor for high net worth individuals and families, and coordinates the effective, customized delivery of the U.S. Trust® platform for each client need. John surrounds his clients with a full team, which includes a Relationship Manager, Portfolio Manager, Trust Officer, and other specialists as needed and appropriate. John grew up in Brooklyn, New York, and he uses that “down to earth” experience in helping clients understand and navigate through, what very often can be, sophisticated and complex financial concerns.

Prior to joining U.S. Trust, John was a Senior Vice President with Wells Fargo Private Bank, where he focused on delivering tailored, custom credit solutions for high net worth clients. Previous to his time with Wells Fargo, John was Senior Vice President, Private Banker with Citi Private Bank. John began his career in private banking with JPMorgan in 2000.

John is passionate about the benefits and positive change a strong education can bring to any child. As a result, he dedicates time to groups which promote education opportunities for children. He is on the Board of Trustees of Futures In Education, an organization dedicated to private education opportunities for children in Brooklyn and Queens.

John is a graduate of Pace University in New York City.

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

Steven M Sanders

Portfolio Manager

212.852.3609

Richard A Glover

Portfolio Manager

631.547.7782

Key Contacts

Theresa A Engel

631.547.7762

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.