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Kathleen M Maloney

Assistant Vice President, Trust Officer

Professional Profile

Kathleen M. Maloney is an Assistant Vice President and Trust Officer with Bank of America Private Bank in the Boston Office.

Utilizing more than five decades of experience in the financial services industry, Kathleen oversees the Client Trust Fund Accounts.  Kathleen’s focus is on the administration of clients’ trusts and carrying out the provisions contained in the trust document.  Kathleen is the main point of contact when it comes to matters of trust administration and will engage other Bank of America specialists to assist, when needed.

At the Private Bank, we recognize that each trust and beneficiary is unique and will provide highly personalized service to help carry out your plans.

Prior to joining the Private Bank in 2004, Kathleen worked at State Street Global Advisors and predecessor organizations.

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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.