Kenneth Herschfield
Kenneth Herschfield is a Managing Director and Senior Portfolio Manager with Bank of America Private Bank in Boston, Massachusetts. With more than three decades of experience, he specializes in designing customized investment portfolios for high-net-worth individuals and multi-generational families, helping them achieve their unique financial goals. Ken is deeply committed to building enduring client relationships. He partners closely with clients as their needs evolve over time, often working with multiple generations to ensure continuity of planning and investment strategy. His approach is defined by consistent communication, thoughtful listening and a focus on aligning portfolios with each client’s goals, risk tolerance and changing circumstances. Having navigated numerous market cycles and periods of significant volatility, Ken brings a steady, disciplined perspective to investing. He is a strong advocate for long-term strategies grounded in rigorous research and fundamental analysis.
Ken began his financial services career at the Bank of New York in 1989. He later moved to San Francisco, where he traded securities on the options floor of the Pacific Stock Exchange and worked as a stock trader for a boutique investment bank. In 1998, he joined Banc of America Securities (and its predecessor firm) as an institutional equity trader before transitioning to his current role with the Private Bank in 2005.
In addition to his client work, Ken has contributed to the development of future talent by helping to build and actively participating in the Private Bank Portfolio Manager Development Program. Ken earned his bachelor’s degree in economics from the University of Massachusetts Amherst. He is a CFA® charterholder and a member of both the CFA Institute and CFA Society Boston.
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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.