Dean D’Amico ’89, CFA

Dean D’Amico ’89 is a Managing Director and Portfolio Manager at the Bank of America Private Bank. In this role, he is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services, including financial planning and wealth strategy. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching their financial goals. In addition, he supports clients in navigating through changing market environments, providing global asset allocation, tax minimization strategies, and retirement and goal-based strategies.
Prior to joining Bank of America Private Bank, Dean served as a Senior Investment Strategist at Wells Fargo Private Bank. At Wells Fargo, he focused on managing institutional and high-net-worth private client portfolios. Dean holds the Certified Financial Analyst (CFA®) designation and is a member of the Philadelphia Financial Analyst Society. Dean obtained a BS in Economics from Kutztown University.