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.
Kevin P. Wilson
Senior Vice President, Portfolio Manager
Kevin Wilson, CFA, CIMA®, is a Senior Vice President and Senior Portfolio Manager for Bank of America Private Bank in San Diego, California. In this role, he is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services including financial planning and wealth strategy. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching the initial goals and strategies set forth. In addition, he supports clients in navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax-minimization strategies, retirement, and multi-generational strategies from risk-based strategies to banking and lending needs.
Prior to his joining Bank of America, Kevin was a Senior Regional Investment Consultant in the Private Client Advisory channel for Columbia Threadneedle Investments where he worked closely with Portfolio Managers, Chief Investment Officers, and asset allocators. Kevin had joined a predecessor firm for Columbia Threadneedle Investments, Banc of America Capital Management, in 2002, and has been a member of the investment community since 2000.
Kevin received his Bachelors of Science in business administration from the University of North Carolina at Chapel Hill. He is a member of the CFA Societies of Los Angeles and San Diego.
*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
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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.