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.
Katherine Cuomo is a Senior Vice President and Private Client Manager at Bank of America Private Bank in Philadelphia, Pennsylvania. She is the primary daily contact for ultra-high-net-worth clients and their families, assisting them with customized financial strategies to help address complex financial needs.
While maintaining and developing new client relationships, Katherine advises clients on strategic banking and credit, as well as daily liquidity and service needs. She works closely with the bank’s team of private client advisors, wealth strategists, portfolio managers and trust officers in areas such as estate planning, tax-minimization strategies, customized trusts and concentrated stock. Meticulous and organized, Katherine is committed to helping the team thoroughly understand client goals and preferences to ensure a coordinated and timely approach to client needs.
Katherine strives to be approachable and creative when working with clients experiencing life-changing events. She researches potential options and helps clients evaluate strategies for challenging situations. Katherine is also committed to playing an active role in assisting younger members of multi-generational families with their evolving financial lives.
Katherine grew up in Hong Kong and was educated in the United States. She graduated from Duke University with a bachelor’s degree in art history and received a Master’s of Science in general and special education from Pace University. Katherine obtained her MBA in finance from New York University’s Stern School of Business. Katherine was a special education teacher with Teach for America and taught in New York City before joining the Private Bank (formerly U.S. Trust) in 2010. Katherine lives in Philadelphia with her husband and son. She also has two dogs and volunteers with animal rescue organizations. Katherine enjoys exploring different cuisines and restaurants, both in Philadelphia and when travelling throughout the country and abroad.
Neither Bank of America Private Bank, Merrill nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisor before making any financial decisions.
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.