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 Z. Rao
Senior Vice President, Private Client Advisor
Professional Profile
Kevin Rao is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in New York, New York. Kevin provides customized advice and guidance to individuals, families, and family offices, drawing on the knowledge and insight he has gained from more than 25 years in investing and private wealth management. He offers a sophisticated understanding of the intricacies of multiple asset classes and strategies, bolstered by first-hand knowledge of the distinctive needs and interests of an accomplished clientele. His acumen, insight, and trustworthiness heighten his ability to help clients capitalize on the opportunities and anticipate the challenges that significant wealth can entail.
Analytically skilled and technically adept, Kevin looks to offer clients thought-provoking ideas about investment opportunities. His areas of focus include equities, derivatives, and equity capital markets; banking, credit, and the efficient use of leverage; trust and estate planning services; and liquidity-event planning for business owners and entrepreneurs.
Prior to joining the Private Bank, Kevin spent more than two decades with a prominent institutionalized family office in New York, where he served as Portfolio Manager, Derivatives Strategist, and Head Trader. Previously, he worked for J.P. Morgan in a private banking capacity in Hong Kong. He earned his M.B.A. in finance from The Wharton School of the University of Pennsylvania and his B.S. in business administration from Messiah College. He speaks multiple Chinese languages and holds the Chartered Financial Analyst® (CFA®) designation.
CFA® is a registered trademark of the CFA Institute. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
EDUCATION
- Messiah College
- The Wharton School, University of Pennsylvania
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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.
