Samantha A Kennedy

Managing Director, Private Client Advisor

Institutional Client Advisor

Professional Profile

Samantha Kennedy is a Managing Director, Private Client and Institutional Client Advisor with Bank of America Private Bank in Houston. Samantha provides customized advice and guidance to ultra-high-net-worth families and nonprofit in­stitutions, supporting them in growing and stewarding their wealth more effectively. She leads a team of Private Bank specialists who work in concert to uncover possible efficiencies in multiple disciplines, including wealth structuring, investment management, asset financing, banking, philanthropy, and nonprofit advisory services. Client focused, Samantha is resolute in pursuing the long-term well-being of the families and institutions she serves. She offers the knowledge and insight of a seasoned team leader, directing the interplay of strategies and tactics designed to advance steady progress toward client objectives.

Samantha has worked at Bank of America since 2001. She began her tenure with the firm as a commercial lender before transitioning to her current roles in the Private Bank. Previously, she served as a lender and credit analyst with the commercial lending group at First Interstate Bank. She earned her M.B.A. and her undergraduate degree in Finance from Texas Tech University and holds the Certified Investment Management Analyst® (CIMA®) designation. Committed to ongoing professional development, she is a member of the Investments & Wealth Institute™.

Samantha serves on the board and executive committee of the Mission of Yahweh, a shelter for women and children based in Houston, as well as the board of March of Dimes. She is also active with a number of area nonprofits, including Girl Scouts of San Jacinto Council and Horn Elementary PTO.


*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®.  Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.

EDUCATION

  • Texas Tech University

ORGANIZATIONS

  • Board member of Mission of Yahweh and March of Dimes

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Susan L Wagner

Private Client Manager

713.247.6512

Susan L Gumbiner

Portfolio Manager

713.247.7316

Key Contacts

Melissa Silva

Private Banking Associate I

713.247.7866

Stephanie Galvan

Private Banking Associate I

713.247.7868

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.