Kelsey E Delehanty

Vice President, Private Client Manager

Professional Profile

Kelsey Delehanty is a 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. By taking the time to ask questions and listen, Kelsey can identify client needs and goals, offering strategic approaches to help simplify their financial lives.

Kelsey strives to make day-to-day banking convenient for clients and is committed to helping them with custom lending and other credit needs which she strives to execute efficiently, quickly and flawlessly. 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.

Kelsey encourages clients and their family members to contact her whenever they have a need. That includes assisting with the evolving financial lives of younger family members, helping them with home or education financing, banking and credit needs. For clients experiencing life-changing events, such as an inheritance or change in marital status, Kelsey strives to be approachable and helpful, offering resources and assisting with the financial acumen to help them grow into their wealth.

Kelsey joined Bank of America Private Bank (formerly U.S. Trust) in 2013, working for nearly eight years in a portfolio management capacity. She is a cum laude graduate of the University of North Carolina Charlotte, receiving her Bachelor of Business Administration in finance.

At Bank of America, Kelsey has been committed to advancing several key initiatives, participating in the Parents & Caregivers Network, Women’s Empowerment Network and the network for Leadership, Education, Advocacy and Development for Women. She is also a Better Money Habits volunteer in the local community.

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.