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September 10, 2024 at 04:37 PM
Two financial advisors with a $700 million book of business at Bank of America Private Bank have moved to LPL Financial’s high-net-worth-focused employee affiliation channel to start a firm called BrookBridge Private Wealth.
The Long Island, New York-based team consists of veteran private client advisor John Duane and portfolio manager Gregory Giantsos, who have been working together since 2015.
Duane has been a part of the financial industry for 30 years, including 25 years in private banking, while Giantsos joined the industry in 2012 as a portfolio manager. They offer a range of high-end wealth management services, including investment management, financial planning and custom lending solutions to their private wealth clientele.
At Bank of America, their client base included business owners, nonprofit organizations, foundations, professionals and executives. In a statement, the pair said the move to LPL’s HNW employee channel, known as LPL Private Wealth Management, will allow them to offer expanded services to additional client segments.
“Our goal is to help clients use their wealth to live the life they want to live,” Duane said. “Our clients run the spectrum, from business owners, to families, to organizations, to folks in the media industry. We aim to help each client reach their unique goals, and we are honored to guide them on their journey.”
