Jozef Kuzmkowski

Vice President, Private Client Associate

Professional Profile

Jozef is a Vice President and Private Client Associate at U.S. Trust, Bank of America Private Wealth Management in Upstate New York. In this role, he is responsible for connecting high net worth individuals and institutions with strategies to help achieve their financial goals. He is a leader of our U.S. Trust team which provides guidance on wealth management as well as detailed legacy planning.  His client-centered approach guides investors through a broad range of investment, wealth structuring, and specialized credit and banking services - delivering a boutique-like experience within a world class suite.

Jozef is originally from Western Pennsylvania and graduated from Penn State University with a B.A. in Marketing. An entrepreneur himself, Jozef has spent the last 12 years in the Metro New York area assisting clients and business owners achieve success as well as working with several foundations focused on supporting victims of pediatric cancer. 

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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.