Michael Becker Team
Kevin Roth is a Managing Director and Private Client Advisor with Bank of America Private Bank Westport, Connecticut. Kevin works closely with high-net-worth Individuals, families and institutions to help optimize and manage their wealth. By identifying a client's primary goals and needs, Kevin and his team coordinate local resources and the national capabilities of Bank of America Enterprise to help clients reach their objectives. He leads a team of Bank of America Private Bank specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity event strategies, lending, and philanthropy.
Kevin has worked in the financial services industry for 19 years. Prior to joining Bank of America Private Bank in 2024, he served as Senior Private Banker at HSBC Private Bank helping give him experience and insight into the wealth management needs of high-net-worth individuals, families and institutions.
Kevin obtained a Bachelor degree from St. Francis College while working Junior Roles on Wall St. He has also taught evening classes at Hofstra University in various courses as well as required licensing courses for entry level candidates.
He currently resides in Wilton, Connecticut with his wife Irene and his two daughters, Sage and Oksana.
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.