Kenneth A Herschfield

Managing Director, Portfolio Manager

Professional Profile

Kenneth Herschfield is a Managing Director and Senior Portfolio Manager with Bank of America Private Bank in Boston,
Massachusetts. He brings more than three decades of experience to his work developing customized investment portfolios to
help high-net-worth individuals and families with multigenerational wealth achieve their distinctive goals. Passionate about
developing lasting relationships with his clients, Ken enjoys growing with them as their priorities evolve and engaging with the
next generation of their families.

Over the course of his career, he has weathered numerous market events and extreme volatility. A hallmark of Ken’s approach is
his frequent communication with clients to help manage their emotions, listen for changes in their circumstances, and keep an
eye on their goals, risk tolerance, and the efficacy of their portfolios. A proponent of long-term investing, he believes there is no
substitute for a disciplined investment approach grounded in careful research and industry analysis.

Ken began his career in financial services at Bank of New York in 1989. He later relocated to San Francisco where he traded
securities on the options floor of the Pacific Stock Exchange and traded stocks for a boutique investment bank. Ken joined Banc
of America Securities and its predecessor firm as an institutional equity trader in 1998 and assumed his current role at Bank of
America Private Bank in 2005. He has also helped construct and is currently participating in the Private Bank Portfolio Manager
Development Program to educate new financial professionals.

Ken earned his bachelor’s degree in economics from the University of Massachusetts Amherst. He is a CFA® charterholder and a
member of the CFA Institute and the CFA Society Boston.

CFA® and Chartered Financial Analyst® are registered trademarks by CFA Institute

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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.