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.
Colin Koester is a Managing Director and Private Client Advisor with Bank with America Private Bank in Greenwich, Connecticut. Colin works closely with clients to address a range of wealth management needs. He leads a team of locally based specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning, liquidity-event strategies, lending and philanthropy.
Prior to joining Bank of America Private Bank (formerly U.S. Trust), Colin served as Senior Vice President and Senior Private Banker with Wells Fargo Private Bank, where he gained extensive insight into the wealth management needs of high-net-worth individuals and families. He earned his undergraduate degree in finance from Indiana University and his M.B.A. from Washington University. Colin holds the Chartered Financial Analyst® (CFA®) designation.
CFA® and Chartered Financial Analyst® are registered trademarks of the 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.