Boriana N Bakaltcheva

Senior Vice President, Private Client Manager

Professional Profile

Boriana Bakaltcheva is a Senior Vice President and Private Client Manager with Bank of America Private Bank. She is the primary point of contact for existing clients. Boriana’s main objectives are to listen to clients, help identify their needs, provide guidance and coordinate with the appropriate representatives of the Bank of America Private Bank platform of extensive resources to support each client’s overall wealth strategy. While developing new client relationships and helping to ensure a professional and personal client experience, Boriana is responsible for assisting clients with investment management, strategic banking and credit, as well as daily liquidity and service needs.

Prior to her current role, Boriana served the commercial credit needs of high net worth clients of Bank of America Private Bank (formerly U.S. Trust) in various capacities since 2007.  She has over ten years of experience underwriting, structuring and delivering highly customized commercial credit solutions ranging from investment real estate credit to fine art credit to hedge fund and marketable securities credit for an array of complex wealth management clients.  

Boriana earned an M.B.A. from Georgetown University’s McDonough School of Business and a B.A. in Economics and German from the University of Virginia.  

 

Boriana serves as a volunteer for Cornerstones in Reston, Virginia.

EDUCATION

  • Georgetown University
  • University of Virginia

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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.