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.
Kim Stolz is a Managing Director and Private Client Advisor with Bank of America Private Bank in New York City. Kim leads a team dedicated to addressing the distinctive wealth management needs of high-net-worth and ultra-high-net-worth families seek ways to grow, preserve, and transfer their wealth. Kim’s team has extensive experience addressing the unique priorities of financial professionals, real estate investors, business owners, asset management and insurance executives, art collectors, 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. Kim’s experience in these roles gives her clients unique access to the global enterprise and resources. 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. 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, her wife Laura, and daughter Savannah 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 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.
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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.