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.
Kai Hoysradt is a Managing Director and Senior Trust Officer at Bank of America Private Bank in Boston, Massachusetts. He and his team focus on the administration of investment management and trust accounts for high-net-worth and ultra-high-net-worth families collaborating on their wealth and estate planning. Kai and team advise clients across a wide range of transfer strategies including the creation and implementations of personal trusts. He provides fiduciary acumen and oversight in the administration of various trusts, other fiduciary investment management accounts and individual retirement accounts.
Kai joined the Private Bank in 2012 as a Private Client Manager advising clients and providing guidance with their strategic banking and credit needs, as well as day-to-day liquidity management solutions. Prior to that, Kai was a wealth management associate at Neuberger Berman leading the day-to-day financial and investment management for high-net-worth individuals and families. Before that, Kai was a vice president and client advisor at SCS Financial providing investment and family office services to ultra-high-net-worth families.
Kai received his B.A. in economics from the University of Massachusetts, Amherst. Kai holds the Certified Trust and Fiduciary Advisor (CTFA) designation, which is sponsored by the ABA Institute of Certified Bankers.
- University of Massachusetts Amherst
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.