At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.
Kurt Mathison a Senior Vice President and Private Client Manager with Bank of America Private Bank in Dallas, Texas. He works with high-net-worth individuals and families focused on wealth management, banking and customized credit, wealth transfer strategies and equity, commodity and interest rate risk management.
Kurt joined the Private Bank (formerly U.S. Trust) in 2018, and has been with Bank of America since 2001. Prior roles and responsibilities with Bank of America include: work in the Commercial Real Estate group focused on lending to a portfolio of clients in the real estate industry, including public and private REITs and real estate funds. He also worked for several years in the Special Assets Group at Bank of America.
Kurt graduated from the University of Wisconsin–Madison with B.B.A. degrees in real estate and finance.
Kurt resides in Dallas, Texas with his wife and two children. He is active in the community and currently supports several charitable organizations, including the Dallas Area Habitat for Humanity and the North Texas Food Bank.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
- University of Wisconsin - Madison
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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.