Siu Lun (Andrew) Leung

Vice President, Private Client Advisor

Professional Profile

Andrew Leung is a Vice President and Private Client Advisor with Bank of America Private Bank in Palo Alto, California. Andrew believes that when clients leave a legacy to their family, community, or their loved ones, they reinforce the values they hold today. He recognizes that one of the most rewarding aspects of his profession is his ability to have a positive impact on someone’s life and future generations. He also enjoys speaking with people from various backgrounds, fulfilling his natural curiosity.

Andrew earned his M.B.A. with a finance concentration from the Leavey School of Business, Santa Clara University, and his B.S. in Business from San Francisco State University. He joined Bank of America Private Bank (formerly U.S. Trust) in 2016. Previously, he served as a Relationship Manager at Citibank and HSBC Bank, where he gained investment, credit, and banking experience supporting the needs of high-net-worth individuals and their families. He provides wealth management services to help clients navigate the complexities of investment management, trust and estate planning services, asset preservation and wealth transfer strategies.

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We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

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.