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.
Kathleen Marrin is a Managing Director serving ultra high net worth client and Family Offices. She previously held the title Family Office Principal serving as a Relationship Manager in the former Multi-Family Office Group at Bank of America Private Bank. She is responsible for delivering holistic and integrated solutions to meet the complex, multi-generational needs of wealthy individuals and families. In this role, she works with the Private Bank teams to implement and coordinate the delivery of all the Private Bank's fiduciary, investment, tax, credit, estate planning and administrative services to clients.
Kathleen is based in Chicago IL, after relocating from New York City in 2016.
Kathleen joined U.S. Trust Company of New York in 2006. Prior to that she was a Vice President at Goldman Sachs Asset Management ("GSAM") in London and New York responsible for institutional portfolio risk management for quantitative and multi-strategy portfolios. Before that she was an Associate at JP Morgan Chase Private Bank providing performance measurement and analytics for private wealth clients.
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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.