Robert S Kalaman

Managing Director, Portfolio Manager

Professional Profile

Robert Kalaman is a Managing Director and Senior Portfolio Manager with the Private Bank of Bank of America. He is responsible for assessing client’s investment needs and objective, developing an investment plan and constructing portfolio strategies, executing on the plan and overseeing portfolio activity. Robert provides high net worth individuals as well as charitable institutions with investment advice and develops asset allocation strategies that help to incorporate their objectives, time horizon, risk tolerance, legacy and wealth transfer, as well as charitable needs.

He joined Bank of America in 1999 through the acquisition of Fleet Bank and has over 30 years of investment experience.  He earned a BBA in Finance and Real Estate from the Lindner School of Business and the University of Cincinnati in Cincinnati, Ohio. He has also earned the Chartered Financial Analyst® designation through the CFA Institute and belongs Atlanta Society of Financial and Investment Professionals.

Robert is active in numerous youth-oriented athletic organizations and has been involved with the National Police Hall of Fame in St. Augustine, Florida since 1998.

 

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

 

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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.

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.