Kyle Gebhart

Senior Vice President, Portfolio Manager

Professional Profile

Kyle Gebhart is a Vice President and Portfolio Manager at Bank of America Private Bank in Washington, D.C., where he manages portfolios for families, individuals, and institutions.  In his role, Kyle is responsible for helping his clients meet their unique objectives and constraints in creating and maintaining personalized investment strategies within a fiduciary capacity.  This includes leveraging a broad range of wealth management services including asset allocation, tax minimization, and multi-generational planning through both traditional and alternative investment vehicles.  

Kyle joined Bank of America Private Bank (formerly U.S. Trust) in 2018.  Prior to joining Bank of America Private Bank, Kyle worked at PNC Wealth Management’s family office in Baltimore, Maryland as an analyst where he contributed to the management of high-net-worth and institutional portfolios.

Kyle graduated from Salisbury University’s accredited Perdue School of Business, double majoring in economics and finance, with a concentration in investments. Kyle, CAIA®, is a CFA® charter holder; he holds the CERTIFIED FINANCIAL PLANNER™ certification, and is a member of CFA® Society of Baltimore. 

Active in the community, Kyle has previously served on financial committees in South Carolina: at the Columbia Country Club and The United Way, and has more recently been asked to participate in a financial planning advisory panel at his alma mater.  Having grown up on the Eastern Shore of Maryland, Kyle is pleased to be back in the Mid-Atlantic after his time spent with the Private Bank in the Charleston, South Carolina market.






*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.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
 
*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
 
*CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association.


 

Let's Have A Conversation

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.