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 A. Roszkowski is a Senior Vice President and Private Client Advisor at Bank of America Private Bank based in Cambridge, MA. Kevin works closely with high-net-worth individuals and families, developing in-depth strategies and offerings that align with their financial goals. Kevin has particular depth in serving senior executives and entrepreneurs in technology and biotechnology, hedge fund and private equity principals, and private company business owners. Kevin offers a highly personalized approach to growing, preserving, and transferring wealth, devising strategies that reflect the unique characteristics of each client.
Kevin works with a team of specialists, each of whom has in-depth knowledge in a particular discipline: investment management, trust and estate planning services, credit and lending through Bank of America, N.A., family office services, and philanthropy. He orchestrates coordinated effort across this team, addressing multiple facets of significant wealth: investment management, concentrated and restricted stock management, wealth transfer, trust and estate planning services, charitable giving, customized lending, business succession and family wealth education. Kevin has significant experience in advising business owners, entrepreneurs, senior corporate executives and affluent families.
Kevin points to Bank of America Private Bank's fiduciary platform as an important differentiating factor in the client experience. He believes that the team structure and depth of local resources at Bank of America result in a robust and engaging client experience.
Prior to joining Bank of America Private Bank, Kevin was a Vice President and Private Wealth Advisor with Merrill Private Wealth Management.
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Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.
Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change
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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.