Kristine T Puellman

Senior Vice President, Private Client Manager

Professional Profile

Kris is a Senior Vice President and Private Client Manager at Bank of America Private Bank in St. Louis, Missouri. Supported by the resources of the global enterprise, she can provide guidance and assist clients with strategic banking and credit needs, as well as day-to-day liquidity management solutions.

Kris serves corporate executives (many with concentrated positions), successful business owners up to and through the sale of their enterprise, senior partners at law firms, individuals with newly-acquired and inherited wealth, women and men experiencing divorce and other transitions, and generations of families.

Orchestrating customized initiatives that reflect each client’s priorities, she delivers the knowledge and insight of a dedicated team of local Private Bank professionals who specialize in crafting strategies tailored to those priorities. Kris encourages clients to consider her the “speed-dial” for virtually any financial situation and makes it a point to engage with clients’ children and grandchildren – helping them set budgets and educating them on developing good financial habits.'

In 2007, Kris joined the Private Bank (formerly U.S. Trust). Previous to that, she spent more than 15 years in management, private banking, lending, sales and marketing roles at Bank of America, Boatman’s Bank, Commerce Bank, Stifel Nicholas and Hambros Venture Capital Fund.

Kris holds a Bachelor of Business Administration degree with an emphasis on finance from St. Louis University. She is the past Chair of Bank of America’s LEAD for Women St. Louis Chapter, a member of Women’s Leadership Society of United Way, and participates with Big Brothers/Big Sisters. She is a former mentor for the Cherie Blair Foundation, a former treasurer and unit leader of American Heritage Girls (a scouting organization), and former president of the board for a nonprofit that helps orphans in Malawi, Africa. Kris and her husband have three adult children.

LANGUAGES

  • English

EDUCATION

  • Saint Louis Unviersity

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We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

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.