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COLIN KOESTER

Managing Director - US Trust, Private Client Advisor

Professional Profile

Private Client Advisor
 

Colin Koester is a Managing Director and Private Client Advisor at Bank of America Private Bank, based in Greenwich, CT.  He works closely with clients to address a range of wealth management needs. He leads a team of Bank of America Private Bank specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity-event strategies, lending and philanthropy.
 

Prior to joining Bank of America Private Bank, he served as Senior Vice President and Senior Private Banker at Wells Fargo Private Bank helping give him experience and insight into the wealth management needs of high net worth individuals and families. 
 

Colin is a graduate of Indiana University with a BS degree in Finance and earned his MBA from Washington University.  Colin holds the Chartered Financial Analyst (CFA®) designation.  
 

Colin does not provide legal advice in his role at Bank of America Private Bank.


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


 

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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank (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.