Andrew Kohnke

Senior Vice President, Portfolio Manager

Professional Profile

Andrew Kohnke is a Senior Vice President and Portfolio Manager at Bank of America Private Bank. In this role, he is responsible for creating and maintaining personalized investment advice and guidance utilizing a broad range of wealth management services including financial planning and wealth strategy. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions, and helping clients monitor progress toward reaching the initial goals and strategies set forth. In addition, he supports clients in navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax-minimization strategies, retirement, and multi-generational strategies from risk-based strategies to banking and lending needs.


Andrew joined the firm in 2019 with more than 38 years of experience in investment management. He was a Senior Wealth Manager at BNY Mellon Wealth Management from 2013 -2018. Previously he spent 29 years at Hartford Investment Management Company (HIMCO) in a variety of roles including fixed income trader, portfolio manager, director of research and trading, and as a consultant relationship manager. Additionally he was a member of the fiduciary committee for The Hartford’s (HIMCO’s parent company) defined benefit pension plan and Chair of the fiduciary committee for The Hartford’s defined contribution plan. He began his career as a fixed income research analyst at The Knights of Columbus. 

 

Andrew received his B.S. in Business and Economics from Lehigh University. He is a CFA charterholder and a member of the Hartford CFA Society.                


*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

 

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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.

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.