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.
Kenneth A Herschfield
Managing Director, Portfolio Manager
Professional Profile
Ken Herschfield is a Managing Director and Portfolio Manager at Bank of America Private Bank in Boston, Massachusetts. In this role, he is responsible for creating and maintaining customized investment portfolios, as well as advising on a broad range of wealth management services including estate planning, financial planning and wealth strategy. This includes assisting clients with establishing their goals and objectives, developing an appropriate investment strategy, formulating and implementing potential solutions and conducting periodic reviews to help clients monitor progress.
Ken first joined Bank of America in 1998 as an institutional equity trader for Banc of America Securities. Prior to that, Ken traded listed and over the counter stocks for a boutique investment bank in San Francisco, and also traded securities on the options floor of the Pacific Stock Exchange.
Ken earned a B.A. in economics from the University of Massachusetts Amherst. Ken is a CFA® charterholder and is a member of the CFA® Institute and the CFA Society Boston.
*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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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.
