Brian C Kobuszewski

Managing Director, Portfolio Manager

Professional Profile

Brian Kobuszewski is a Managing Director and Portfolio Manager at Bank of America Private Bank(formerly U.S. Trust).  In this role, he is responsible for creating and maintaining personalized investment solutions based upon the client's risk tolerance, time horizon, liquidity needs and overall investment goals and 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 conducting periodic reviews to help 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.

Prior to joining the Private Bank, Brian worked in a similar position at State Street’s Private Asset Management Group before it was acquired by Bank of America Private Bank in 2003.  Prior to that, Brian was a senior financial analyst at AtlanticCare Medical Center. 

Brian earned his BS and MBA. degrees from Northeastern University.  He is also a graduate of the American Banking Association’s (ABA) National Trust School at Northwestern University and the ABA’s National Graduate Trust School at Emory University.  Brian holds the Chartered Financial Analyst® (CFA®) designation, the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Certified Trust and Financial Advisor (CTFA) designation, which is sponsored by the ABA Institute of Certified Bankers.  His memberships include Boston Estate Planning Council, Association for Investment Management & Research and CFA Society Boston, Inc.

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

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ in the U.S.

 

 

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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.