Keara Williams

Vice President, Portfolio Manager

Professional Profile

Keara Williams is a Vice President and Portfolio Manager at Bank of America Private Bank. In this role, she is responsible for providing integrated investment advice and portfolio management services for high-net-worth individuals, institutions, foundations, and endowments. Keara assists clients with asset allocation decisions, structures and monitors investment portfolios, communicates results, and recommends ways to enhance investment returns.

Keara has vast experience across the financial services industry on both the public and private side of financial markets. Prior to joining Bank of America, Keara worked in asset management and financial advisory with Fidelity Investments. While at Fidelity, she advised on the investment strategy, pricing, attribution, and competitive positioning of the firm’s $200+ billion suite of multi-asset class target date products.

Previously, Keara worked in investment banking at Credit Suisse, advising clients within the Industrials sector on mergers and acquisitions, initial and follow-on public equity offerings, and public debt issuance and refinancing. She also worked with derivatives trading at Goldman Sachs.

Keara earned a Bachelor of Science degree magna cum laude in Finance from Brigham Young University and her Master of Business Administration degree with Honors from the University of Chicago Booth School of Business with concentrations in Finance and Accounting.

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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.

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.