Kathleen Monks
Kathleen (Kate) Monks is a Managing Director and Senior Portfolio Manager at Bank of America Private Bank in Boston, Massachusetts. Kate provides personalized investment guidance to help families, individuals and institutions pursue their wealth management objectives, utilizing asset allocation, tax minimization, retirement, and multigenerational strategies. She assists clients in establishing goals, developing an overall approach, formulating and implementing potential solutions, and conducting periodic reviews to monitor progress towards the goals they have set.
Throughout her career, Kate has worked directly with private clients. She brings nearly 30 years of analytical and investment advisory experience to client relationships. In her current role, she works closely with clients to customize investment portfolios based on their specific needs and preferences, while connecting them to the vast resources available through Bank of America.
Prior to joining the Private Bank in 2013, Kate was a Director and a member of the investment committee at Windrose Advisors, a multifamily office. Previously, she was a Director at RINET Company, a Registered Investment Advisory (RIA) firm. She started her financial career in the private client group at Deloitte.
Kate earned a Bachelor’s degree in Finance and a Master’s degree in Accounting at Syracuse University. She holds the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA® Society Boston.
*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
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.