Kennon R. Klein-McCarthy is a Senior Vice President and Private Client Advisor at Bank of America Private Bank based in Los Angeles. Kennon works closely with high-net-worth individuals, entertainment business managers, production companies, corporate executives, entertainment talent agencies and philanthropic organizations to optimize and manage their financial needs. She leads a team of Bank of America Private Bank specialist to design and implement customized financial strategies in wealth management, lending, liquidity management, concentrated stock solutions, philanthropy, trust and estate planning.
Kennon has worked in the financial services industry for over 20 years. She has extensive experience in investment management, mortgage lending, commercial lending, private equity, real estate, medical practice sales, legacy preservation planning, asset based lending, art financing, trust services, donor advise funds, and warehouse loans/lines. Her speaking engagements and educational panels have addressed complex and often misunderstood topic areas of wealth protection, and the unique trust, titling and privacy challenges that arise when managing celebrity and high-net-worth clients.
Prior to joining Bank of America, Kennon worked for City National Bank, Entertainment Banking, where she served as the Senior Wealth Advisor and Senior Vice President for the Division. She designed and implemented customize financial solutions for high-net-worth entertainment industry clientele. She has also served as a Senior Financial Advisor at Union Bank and Wells Fargo.
Kennon’s academic credentials include a Bachelor of Arts degree in Sociology of Corporations from the University of California at Davis, with honors.
Kennon enjoys snowboarding, Pilates, golf and cooking at home with her family.
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 familieis, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies or plan future growth, our commitment is to making your goals our priotity. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. 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 in on providing today's clients with disciplined financial strategies and a bridge across generations.