Matthew R Kline

Vice President, Portfolio Manager

Professional Profile

Matt Kline is a Vice President and Portfolio Manager with Bank of America Private Bank in Dallas, Texas. Matt is responsible for creating and maintaining customized investment strategies for individuals, endowments and foundations. This includes assisting clients in establishing goals and objectives, developing a holistic plan to achieve those goals, and conducting periodic reviews to monitor progress. Matt supports clients in navigating changing market environments by providing guidance in asset allocation, fiduciary investment selection, portfolio construction and optimization, and monitoring.

Prior to becoming a Portfolio Manager, Matt was a Private Client Manger at the Private Bank where he was responsible for providing customized credit solutions. Matt began his career at J.P. Morgan where he specialized in working with non-profit organizations. These roles provided him with diverse experiences and insight into the complex needs of high net worth individuals and institutions.

Matt graduated from the University of Oklahoma with Bachelor’s degrees in Finance and Accounting. He also holds the Chartered Financial Analyst™ (CFA®) designation.


*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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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.