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.
Catalina (Cathy) Alexander
Senior Vice President, Private Client Manager
Professional Profile
Catalina (Cathy) Alexander is a Senior Vice President and Private Client Manager with Bank of America Private Bank in Miami, Florida. Cathy provides tailored advice and guidance to an accomplished clientele, addressing the financial issues that are integral to their families, businesses, and long-term legacies. She has extensive experience catering to the needs of ultra-high-net-worth clients, particularly C-suite executives, real estate investors, and business owners. An experienced advisor, she offers forward-thinking ideas and sustained leadership, helping clients capitalize on a more efficient and purposeful approach to significant wealth.
Cathy draws on an extensive background in investing, wealth strategy, and customized credit in overseeing multiple facets of client wealth. She appreciates the precision and coordination that complex initiatives require, orchestrating effective collaboration across a team of seasoned specialists, as well as a client’s external tax and legal advisors, as appropriate. Her tenure with the firm has heightened her ability to pinpoint resources enterprise wide, offering valuable connectivity. She also supports multiple generations in deriving greater meaning and fulfilment from their wealth, nurturing their growth as sound stewards.
Prior to rejoining the Private Bank (formerly U.S. Trust), Cathy was with TD Wealth Private Client Group for over a decade. Previously, she served ultra-high-net-worth clients with SunTrust Bank, U.S. Trust and Bank of America. Cathy earned her Bachelor of Science degree in business management from the University of Phoenix.
Active in her community, Cathy is the Chair of Women of Tocqueville, Committee Member at Women United and Chair of the Financial Stability Impact Council at the United Way Miami. Cathy serves on the Board, and she is the Chair of the Senior Executive Orientation Program of the Greater Miami Chamber of Commerce. In addition, Cathy is a Board Member of Code Art.
Cathy lives in Coral Gables and in her spare time she enjoys, traveling, her book club and practicing yoga. Cathy is fluent in English and Spanish.
EDUCATION
- University of Phoenix
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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.
