At Bank of America Private Bank, 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.
Professional Profile
John is a Managing Director and Private Client Advisor with Bank of America Private Bank and has over 30 years of experience serving the financial needs of high net worth individuals, families, not-for profit institutions and businesses. He is responsible for providing strategic guidance to clients with respect to investment management, customized lending, trusts and estate planning services and philanthropic objectives.
John leads a team of dedicated specialists and utilizes the vast resources of Bank of America to help provide comprehensive strategies with a highly personalized client experience. Prior to joining Bank of America in 2006, John was a financial advisor with Merrill Lynch Wealth Management and was previously with Key Bank providing wealth management services to individuals and commercial lending and treasury services to small and medium sized businesses. He also has extensive credit experience helping businesses and individuals finance their asset purchases and liquidity needs.
He holds a Bachelor of Science degree in Business Management from the State University at Plattsburgh and is a CERTIFIED FINANCIAL PLANNER™ certificant. As a Certified Exit Planning Advisor designee, John is also able to help business owners prepare for the eventual transition of their privately held business.
Active in the community, John has previously served on the advisory boards of the Regional Food Bank of Northeastern New York, The Salvation Army Albany Area Services, Visiting Nurses Association of Albany, the elder board for Bethlehem Community Church and has also previously been active in youth programs serving as an adult leader in Boy Scouts, and a mentor/instructor with Junior Achievement.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
EDUCATION
- State University of New York at Plattsburgh
LANGUAGES
- English
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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
Key Contacts
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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
FEATURED ARTICLES
EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, 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.
