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Kelsey E Delehanty

Vice President, Private Client Manager

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Professional Profile

Kelsey Delehanty is a Vice President and Private Client Manager at Bank of America Private Bank in Red Bank, New Jersey. She is the primary point of contact for ultra-high-net-worth clients and their families. Kelsey’s mission is to create, implement and review customized strategies to help clients meet their financial goals.

Kelsey is committed to helping her clients with investment management, strategic banking and credit needs. Working with the Bank’s team of wealth strategists, portfolio managers and trust specialists, Kelsey can offer sophisticated guidance to help clients with estate planning, customized trusts, philanthropic giving and strategies for tax-minimization, business succession and concentrated stock.

With over a decade of experience, Kelsey joined Bank of America Private Bank (formerly U.S. Trust) in 2013. She is a cum laude graduate of the University of North Carolina Charlotte, receiving her Bachelor of Business Administration in finance.

To help the communities she serves, Kelsey volunteers with several not-for-profit organizations. She also serves as a mentor for teammates across Bank of America, participating in employee networks: the Parents & Caregivers Network and the Leadership, Education, Advocacy and Development (LEAD) for Women.

EDUCATION

  • The University of North Carolina at Charlotte

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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.