Kaitlyn Barba
Kaitlyn Barba is a Senior Vice President and Private Client Advisor with Bank of America Private Bank, in Boston, Massachusetts. Kaitlyn works closely with clients to help them deploy their wealth more effectively, pursuing their goals through strategies and tactics that are thoroughly researched and carefully implemented. She orchestrates a holistic approach that integrates the in-depth knowledge of in-house specialists in investment management, trust and estate planning services, wealth structuring, credit and lending, and philanthropy. Deeply immersed in each client's unique circumstances, Kaitlyn assists clients in distilling their objectives, designing tailored initiatives to capitalize on opportunities and navigate the challenges that significant wealth can entail. Diligent and proactive, she stays apprised of each client’s evolving priorities, advancing collaboration across the wider Private Bank team.
Kaitlyn has worked in financial services since 2010. She began her career at Brown Brothers Harriman in Boston. In 2013, Kaitlyn moved to Bank of America Private Bank (formerly U.S Trust), where she has steadily advanced and taken on additional responsibilities within the firm. She earned her M.B.A. from Northeastern University and holds an undergraduate degree in accounting from the University of Tampa. Kaitlyn does not provide accounting advice in her role at Bank of America Private Bank.
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 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 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.