Jozef Kuzmkowski

Vice President, Private Client Associate

Professional Profile

Jozef Kuzmkowski is a Vice President and Private Client Associate with Bank of America Private Bank in Rochester, New York. Utilizing a team-based approach, he helps develop tailored wealth management strategies that take into account all aspects of a client’s financial life. An integral part of his thoughtful approach is to help build and enhance meaningful relationships with ultra-high-net-worth individuals and multiple generations of families, helping them become more capable and informed stewards of their wealth. 

Jozef focuses on helping entrepreneurs and executives implement exit strategies from private companies. With an understanding of the unique challenges and responsibilities associated with owning and running a business, he can help provide professional oversight and objective analysis to help clients as they prepare for the transfer or sale of a business.  

Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2018, he was an independent financial advisor and became a financial solutions advisor for Bank of America Merrill Lynch in 2016. Jozef earned his bachelor’s degree in marketing from Penn State University.

Dedicated to his local community, Jozef is a member of the Victor, New York Chamber of Commerce, and the Canandaigua New York Chamber of Commerce. He also volunteers with the Penn State Dance Marathon for Pediatric Cancer Research, Boy Scouts of America, and the Mendon Conservation League.

Married with two daughters, Jozef lives in Victor. He has a passion for the outdoors and enjoys volunteering with his local school district and various youth athletic leagues.

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 (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.