L.A. Institutional & Philanthropic
6400 S. Fiddlers Green Circle
Greenwood Village, CO 80111
800.395.8573
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Our mission is to be the premier organization in the country that provides integrated strategies to institutions.We provide access to consolidated thought leadership, innovative tools, fiduciary management, compliance support and oversight to some of Bank of America's most important clients and deliver a seamless connection to both the Investment and Commercial Bank.By working together, we deliver the full capacity of the firm in order to give our clients the power to do what they want.
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

And More

Beyond our experience, we offer access to the deep intellectual capital and broad capabilities of Bank of America Corporation and its affiliates. If we identify a need we can’t service ourselves, we can connect you with the people and resources to help you. Through our network of advisors, we strive to deliver strategies to help you manage the day-to-day and long-term responsibilities required in pursuing your institution’s goals. As we work together to address your evolving needs, we can help make the broad capabilities of Bank of America Corporation feel more accessible.

Recognition
Brian Bonvechio
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
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Meet Our Team
Brian Bonvechio,

CFA, CKP®, CPFA™, CPWA®, CRPC™

Managing Director, Wealth Management Advisor
213.236.2232
Shane Waarbroek,

CEPA®, CPFA™, CPWA®

Senior Vice President, Wealth Management Advisor
310.858.4719
Michael Starratt,

CEPA®, CIMA®

Managing Director, Private Wealth Advisor
310.407.3944
Keith T Tanabe,

CIMA®, CPFA™

Managing Director, Wealth Management Advisor
213.236.2151
Edward Cogan,

CKP®, CPFA™, CPWA®, CRPS™, SE-AWMA™

Senior Vice President, Wealth Management Advisor
818.227.6318
Diane Coon
Managing Director, Private Wealth Advisor
949.721.7239
Natasha Bonelli,

CKP®, CPFA™, CRPS™, SE-AWMA™

Senior Vice President, Senior Financial Advisor
818.227.6319
Eric Aguirre,

CEP, CPWA®

Managing Director, Wealth Management Advisor
858.381.8312
Grace Lin,

CPFA™

Senior Vice President, Senior Financial Advisor
310.858.4749
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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

"Bank of America" is a marketing name for the Retirement Services business of Bank of America Corporation ("BofA Corp.").

"Bank of America" is a marketing name used by several Bank of America Corporation (“BofA Corp.”) businesses, including, but not limited to, Global Institutional Consulting, which offers products and services for the benefit of institutional and ultra-high net worth clients.

Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. Brokerage and investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), a dually registered broker-dealer and investment adviser and Member SIPC . 

Global Institutional Consulting, operating under the name “Bank of America,” is a business offering products and services for the benefit of institutional and ultra‐high net worth clients and is part of Global Wealth and Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation (“BofA Corp.”).

Global Institutional Consultants mentioned herein are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S“ or “Merrill”) and may assist you with investment products and services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and Merrill’s obligations will differ depending upon the products and services actually provided.

Merrill Lynch Life Agency Inc. (“MLLA”) is a licensed insurance agency and a wholly owned subsidiary of BofA Corp.

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Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:

Are Not FDIC Insured

Are Not Bank Guaranteed

May Lose Value

Are Not Deposits

Are Not Insured by Any Federal Government Agency

Are Not a Condition to Any Banking Service or Activity

 

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