Paula is a Senior Vice President and Portfolio Manager with Bank of America Private Bank in Kansas City, Missouri. She has over 20 years of experience in the financial services industry. Paula is responsible for providing integrated investment advice and portfolio management services for high-net-worth individuals and institutions. Paula assists clients with asset allocation decisions, constructs and monitors investment portfolios, and adjusts portfolios based on changing market conditions and life circumstances.
Paula joined Bank of America Private Bank in 2023. She earned her Bachelor of Science degree in business administration with a focus on banking and finance from the University of Nebraska at Omaha. She also holds the Chartered Financial Analyst® designation .
Prior to joining Bank of America Private Bank, Paula was a Senior Portfolio Manager at Commerce Trust Company and the Manager of Investment Research at CLS Investments, LLC.
*CFA® and Chartered Financial Analyst® are registered trademarks by CFA® Institute.
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.