Keith C Dolin

Managing Director, Market Director

Professional Profile

Keith Dolin is a Managing Director and Market Director for Bank of America Private Bank in Florham Park, New Jersey. For more than 30 years, he has worked directly with a select circle of ultra-high-net-worth clients. Most are financially-astute serial entrepreneurs and business owners. Many share passions with Keith – their love of family and boating (on their vessel or his).

An active listener and responsive problem solver, Keith finds it fulfilling to help clients address challenges and explore opportunities. In serving generations of families nationwide, Keith puts a premium on communication that seeks to inform and educate. Immersing himself in a client’s family dynamics, Keith often helps multiple stakeholders agree on a course of action that satisfies several concerns. For Keith, cultivating trusted relationships with both spouses and clients’ grown children is a key objective.

Keith is a long-time believer in "staying the course and staying in the market." Beyond his focus on diversified, risk-managed investing strategies, Keith and his team of specialists provide intergenerational wealth planning, tax minimization strategies, and access to financing for yacht, aircraft and art purchases, as well as residential lending.

Keith and his wife reside in Basking Ridge, New Jersey with their five children. Keith serves on the advisory committees of Calvary Hospital and Schoodic Institute. A former board member of Newark Museum and the Visual Art Center, he is a member of the New York Yacht Club.

*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. Rebalancing may pose a tax event.

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

Laura O Carras

Senior Trust Officer

321.527.7830

Matthew N Brogan

Private Client Manager

973.245.4305

Jane E Higgins

Senior Trust Officer

973.245.4343

Jennifer L. Stapleton

Private Client Manager

973.245.4345

Key Contacts

Mary (Mary Kate) Kathleen O'Connor

Private Banking Associate II - Registered

973.245.4307

Nicole A Vallejo

Private Bank Senior Associate

973.245.4379

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

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.

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.