Kevin W Wilson

Vice President, Portfolio Manager

Professional Profile

Kevin Wilson is a Portfolio Manager within Bank of America's Private Bank.

He joined Bank of America in December 2003 as an Institutional Portfolio Strategist II. On May 16, 2007 he became a Portfolio Manager within the Private Bank, where he advises High Net Worth individuals on effective investment management strategies best suited for reaching their long-term financial goals.

Kevin has over 15 years of Financial Services industry experience. Prior to joining Bank of America, Kevin spent 3 years as Performance Analyst at Gofen & Glossberg, where he was responsible for the research and resolution of performance variations between client accounts and their respective asset benchmarks. Additionally Kevin spent 2 years working for Ibbotson Associates (acquired by Morningstar Inc.) where among his other duties as a Consultant he also served as one of the co-authors for two editions of the financial year in review in the Stocks, Bonds, Bills and Inflation Yearbook.

Kevin studied Finance at Loyola University of Chicago, where he received a Bachelor of Business Administration, and completed the Executive Program for Financial Planning Certification offered by the University of Georgia's Terry College of Business.

 

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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.

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.