Kathleen A. Monks

Senior Vice President, Portfolio Manager

Professional Profile

Kate Monks serves as a Senior Vice President and Portfolio Manager at Bank of America Private Bank.  In this role she is responsible for providing personalized investment advice and guidance, incorporating asset allocation, tax minimization, retirement and multi-generational strategies.  This includes assisting clients with establishing their goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions and conducting periodic reviews to help clients monitor progress towards reaching the initial goals and strategies set forth.   

Prior to joining the Private Bank, she was a Director at Windrose Advisors and RINET Company.  Previous to that she was a manager at Deloitte.
 
Kate received her B.S. degree in Finance, as well as her Masters Degree in Accounting, from Syracuse University.  She received the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Society Boston.

*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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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

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.