Karen R Weiss

Managing Director, Private Client Advisor

Professional Profile

Karen Weiss is a Managing Director and Private Client Advisor with Bank of America Private Bank in New York. She works closely with a broad range of high net worth individuals, families, and institutions to assess their financial needs and develop tailored strategies designed to advance their objectives. She has significant experience advising entrepreneurs, investment bankers, hedge fund and private equity managers, charitable institutions, and affluent women.

Karen selects and leads a team of private banking specialists who work in concert to address multiple client priorities. She is adept in coordinating complex initiatives, integrating the efforts of a client’s external tax and legal advisors, as appropriate. Karen marshals the extensive capabilities of the Private Bank, channeling them in a manner that is personalized and immediate.

Karen has worked at Bank of America Private Bank (formerly U.S. Trust) since 1998. She began her private banking career in 1995 in the Corporate Executives Group of The Chase Manhattan Private Bank. Previously, she worked for IBM in sales and marketing and was a Product Manager for the IBM Asia Pacific market. She holds a B.A. in History and Comparative Area Studies from Duke University and an MBA in Finance from American University. Karen holds the Certified Private Wealth Advisor (“CPWA”) designation, administered by the Investments & Wealth Institute (“IWI”) and taught in conjunction with the University of Chicago Booth School of Business, the Certified Investment Management Analyst (“CIMA”) designation, also administered by IWI and taught in conjunction with the Yale School of Management, and the Retirement Management Advisor (“RMA”) designation, administered by IWI.  She is a member of IWI.  

Karen is a member of the Lincoln Center Corporate Leadership Council and a member of the Economic Club of New York.
 
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®.  Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.

Key Contacts

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.

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.