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.
Irina Koch is a Senior Vice President and Senior Portfolio Manager at Bank of America Private Bank in Charleston, South Carolina. In this role, she is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services including investment planning and wealth strategy. Irina works with individuals and families, helping them manage their personal assets in line with their distinctive goals, risk tolerance, and personal circumstances. 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, she supports clients in navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax-minimization, retirement, and multi-generational strategies from risk-based strategies to banking and lending needs.
Prior to joining Bank of America Private Bank, Irina was with Jackson Financial Services for over 10 years, having served in several roles, helping give her experience and insight into the wealth management needs of high-net-worth individuals and families. Previously, she held various roles at Synovus Bank.
Irina graduated, summa cum laude, with honors from the Citadel School of Business earning her Master's of Business Administration.
Irina is a a CFA® charterholder and is currently a member of the CFA Society South Carolina Board of Directors.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Private Bank CIO Audiocast Series
Tune in at 2:00 PM EST on Monday and Friday for the latest insights.
Let's Have A Conversation
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.