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.
Katie joined Bank of America in 2007 and is currently a Managing Director Market Leader for the Private Bank. In this role she is responsible for partnering with Private Client Advisor teams to help ensure effective communication and delivery of the entire Private Bank platform. Prior to her current role Katie held several client-facing roles and leadership positions in Consumer Banking and Investments – Premier Client Manager, Wealth Management Banker, and Merrill Edge Market Sales Manager for the New England Region.
In addition to her role as Private Bank Market Leader, Katie has led the Enterprise Council for Private Bank and has been a valued member of their Diversity & Inclusion, Corporate Social Responsibility and Employee Experience subcommittees for the last three years. In 2022, Katie was named Greater Boston Market Integration Executive(MIE). As the MIE, Katie works in partnership with members of the Greater Boston leadership team to connect our capabilities across the eight lines of business, ensuring that we are delivering one company, connecting businesses, families and individuals in an effort to improve financial lives. Katie assumes the MIE responsibilities while continuing in her current role with the Private Bank as Market Leader.
- Isabella Stewart Gardner Museum
- LEAD (Leadership, Education, Advocacy, and Development) for Women
- Museum of Fine Arts, Boston
- Merrimack College
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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.