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.
Kimberly Stolz
Managing Director, Private Client Advisor
Professional Profile
Kim Stolz is a Managing Director and Private Client Advisor with Bank of America Private Bank in New York, New York. Kim leads a team dedicated to addressing the distinctive wealth management needs of hedge fund professionals, serving as a single source for integrated strategy and advice. In addition, her team also caters to the unique priorities of real estate investors, asset management and insurance executives, and arts and entertainment professionals. Kim connects clients to a suite of integrated capabilities, including tax-efficient investments, derivatives and structured products, banking and lending capabilities, mortgages, and trust and estate planning services.
Kim joined Bank of America in 2014 (formerly U.S. Trust) and has steadily taken on additional responsibilities at the firm. She began her tenure as a Director of Equity Derivatives Sales based in New York. She was then named Head of Equity Derivative Hedge Fund Sales in London, followed by Head of Americas Prime Brokerage Sales in New York. Most recently, she was a Senior Relationship Manager at Bank of America, overseeing some its most significant relationships. Previously, she held senior producer roles at BTIG and Citigroup in Equity Derivatives Sales. Committed to the value of diversity, Kim is actively involved in promoting LGBTQ+ awareness at Bank of America.
Kim has been recognized for her work both professionally and through her active dedication to diversity and inclusion. In 2015, Kim was awarded the role of Keynote Speaker at the Out 4 Undergrad Business Conference, attended by more than 500 graduates. Kim is an active member of Bank of America's LGBTQ Executive Council.
Prior to her career in finance, Kim worked for four years as a television presenter and news anchor with MTV Networks. She was also a contestant on the 5th cycle of America’s Next Top Model, airing in 2005. She is the author of a book that explores the impact of social media on personal and professional relationships. Kim earned her B.A. in governmental affairs, graduating with honors from Wesleyan University. A Manhattan native, she is a graduate of The Brearley School and has previously served on its Alumnae Board. She and her wife live in Manhattan and Sagaponack with their dogs, cats, and horse.
*In her role at Bank of America Private Bank, Kim does not provide tax advice.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
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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.
