Jacob Kochen

Vice President, Portfolio Manager

Professional Profile

Jacob Kochen is an Assistant Vice President and Portfolio Manager at Bank of America Private Bank in New York, New York. In concert with his fellow portfolio managers – and supported by the extensive global resources of the Private Bank – he formulates and maintains portfolios for clients with significant wealth and expectations.

Analytically skilled and technically adept, Jacob helps clients structure, deploy and manage their wealth. Given his appreciation of clients’ mindsets and motivations, he works toward the creation of fully customized strategies that clients can understand and follow – both which he finds are critical to their success and satisfaction. Whenever possible, he also tries to educate clients and explain matters in simple terms, so that they can understand what they own and why.

Jacob believes that wealth is more than a number – it’s a feeling. To that point, he finds tremendous satisfaction in seeing the real-world impact of his work on clients’ lives and legacies. Fortunate to share mutual interests with the “next generation” of clients’ families, he is able to engage in more casual and comfortable discussions – allowing for frequent conversations that revolve around topics other than money.

Following in the “financial” footsteps of his father (a money manager) – and having discussed investments with him at an early age – Jacob grew fascinated with how data and news influenced market behavior. Pursuing this interest, Jacob earned a B.S. degree with a double major in Finance and Finance Planning from the University of Delaware. In 2017, Jacob joined the Private Bank in Hartford, Connecticut.

A former Connecticut high school baseball and football player, Jacob now resides on the Upper East Side and meets his childhood friends for softball and basketball games in Central Park. He also enjoys playing golf and skiing.

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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


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.