Natalie Koletic

Vice President, Private Client Manager

Professional Profile

Natalie is a Private Client Manager with Bank of America Private Bank. She focuses on the concierge delivery of comprehensive wealth management strategies to the executive team and their families. 

Prior to joining the Private Bank, Natalie worked as a relationship manager in Bank of America’s retail market, a corporate banker, a cash management officer, and a credit analyst. Additionally, she has worked for BB&T as a middle market relationship manager. 

Natalie earned her BSBA degree from The University of North Carolina Chapel Hill, Kenan School of Business and was selected to be in their honors program. She also completed the executive education program at Duke University’s Fuqua School of Business for banking cash management.

Natalie is dedicated to enhancing the professional development of female employees as a member of Bank of America’s Charlotte Chapter of the LEAD for Women.  

Natalie is married, has three childeren, and resides in Matthews, NC.

EDUCATION

  • University of North Carolina - Chapel Hill

ORGANIZATIONS

  • LEAD

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.