John Duane

John Duane Email and Phone Number

Partner, BrookBridge Private Wealth @ BrookBridge Private Wealth
John Duane's Location
New York City Metropolitan Area, United States, United States
John Duane's Contact Details

John Duane personal email

n/a
About John Duane

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!

John Duane's Current Company Details
BrookBridge Private Wealth

Brookbridge Private Wealth

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Partner, BrookBridge Private Wealth
John Duane Work Experience Details
  • Brookbridge Private Wealth
    Partner
    Brookbridge Private Wealth Aug 2024 - Present
    John 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.
  • Bank Of America Private Bank
    Senior Vice President - Private Client Advisor
    Bank Of America Private Bank Dec 2014 - Aug 2024
    New York, New York, Us
    My team at Bank of America Private Bank helps clients use their wealth to live the life they want to live!
  • U.S. Trust
    Senior Vice President, Private Client Advisor
    U.S. Trust Dec 2014 - Mar 2019
    Us
    I 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.
  • Wells Fargo Private Bank
    Senior Vice President, Private Banker
    Wells Fargo Private Bank May 2011 - Nov 2014
  • Citi Private Bank
    Senior Vice President - Private Banker
    Citi Private Bank Jan 2007 - May 2011
    New York, New York, Us
  • Jpmorgan Private Bank
    Vice President, Advice Specialist
    Jpmorgan Private Bank 2000 - 2006
  • Noonan, Astley & Pearce
    Money Market Broker
    Noonan, Astley & Pearce 1994 - 1997

John Duane Skills

Investments Wealth Management Asset Allocation Banking Wealth Management Services Portfolio Management Estate Planning Financial Markets Loans Fixed Income Equities High Net Worth Individuals Securities Hedge Funds Series 7 Trading

John Duane Education Details

  • Pace University - Lubin School Of Business
    Pace University - Lubin School Of Business
    General
  • Xaverian High School
    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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