John Duane Email and Phone Number
John Duane work email
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John Duane personal email
I am a Private Wealth Advisor with over 25 years experience serving the needs of Ultra High Net Worth families, business owners, and individuals. I focus on a broad range of financial issues, from investment and asset allocation services, to estate planning matters, to banking and lending, to custom credit solutions.Specialties: Investments, credit and custom lending, financial markets, asset allocation, banking, estate planning... and a pretty good Major League Baseball historian!
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PartnerBrookbridge Private Wealth Aug 2024 - PresentJohn Duane is a Partner with BrookBridge Private Wealth in the Greater New York area. BrookBridge executes John's commitment to helping clients live the life they want to live. In affiliation with LPL Financial, the country's largest independent broker-dealer, John provides his clients tailored strategies focused on investment management, financial planning, custom credit, and a full spectrum of high-end wealth management solutions. John grew up in Brooklyn, New York. He combines a “down to earth” approach with a deep knowledge of complex financial concerns to help high-net-worth families and individuals understand and navigate through the challenges of significant wealth.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. -
Senior Vice President - Private Client AdvisorBank Of America Private Bank Dec 2014 - Aug 2024New York, New York, UsMy team at Bank of America Private Bank helps clients use their wealth to live the life they want to live! -
Senior Vice President, Private Client AdvisorU.S. Trust Dec 2014 - Mar 2019UsI am a Private Client Advisor, focused on implementing investment and banking solutions, fulfilling lending needs, providing insurance guidance, and delivering other wealth management services to High Net Worth and Ultra High Net Worth Clients. -
Senior Vice President, Private BankerWells Fargo Private Bank May 2011 - Nov 2014
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Senior Vice President - Private BankerCiti Private Bank Jan 2007 - May 2011New York, New York, Us -
Vice President, Advice SpecialistJpmorgan Private Bank 2000 - 2006
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Money Market BrokerNoonan, Astley & Pearce 1994 - 1997
John Duane Skills
John Duane Education Details
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Pace University - Lubin School Of BusinessGeneral -
Xaverian High School
Frequently Asked Questions about John Duane
What company does John Duane work for?
John Duane works for Brookbridge Private Wealth
What is John Duane's role at the current company?
John Duane's current role is Partner, BrookBridge Private Wealth.
What is John Duane's email address?
John Duane's email address is jo****@****oup.com
What schools did John Duane attend?
John Duane attended Pace University - Lubin School Of Business, Xaverian High School.
What skills is John Duane known for?
John Duane has skills like Investments, Wealth Management, Asset Allocation, Banking, Wealth Management Services, Portfolio Management, Estate Planning, Financial Markets, Loans, Fixed Income, Equities, High Net Worth Individuals.
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