Kateryna Skliarenko is a Vice President and Portfolio Manager at Bank of America Private Bank based in Melville, New York. Kateryna provides personalized investment guidance to help families, individuals and business owners pursue their wealth management objectives. She assists clients in establishing goals, developing an overall investment approach, implementing solutions, and helping clients monitor their progress towards goals. Kateryna is committed to helping clients preserve, grow and manage their wealth during their lifetimes and for future generations. She believes in building client relationships based on the highest levels of professional integrity, with an emphasis on listening carefully and communicating clearly without financial jargon.
Her areas of focus include both traditional and alternative investments. For clients seeking to pursue investments that represent responsible corporate behavior and sustainable competitive advantages, Kateryna can also offer Environmental, Social and Governance (ESG) investing strategies. She can structure investment portfolios consistent with clients’ values and invest in businesses or organizations that deliver tangible positive environmental impact or social benefit alongside a financial return.
Kateryna joined the Private Bank in 2022 as a Portfolio Manager Senior Associate. In that role, she assisted five portfolio managers in researching, developing and delivering personalized investment strategies for clients. Previously, she was a Financial Solutions Advisor at Merrill. Kateryna earned a Bachelor’s degree in Business Administration from Maria Curie-Sklodowska University in Poland and an MBA degree in Finance at Stony Brook University in New York. In addition, Kateryna earned the Chartered SRI Counselor™ designation. Born and raised in Ukraine, Kateryna speaks English, Russian and Ukrainian. She lives in the Hamptons with her husband. She enjoys traveling and getting to know people from diverse backgrounds. Kateryna believes that her experience living in different countries, and her passion for learning about other cultures, helps her connect with clients and better understand the values that may motivate their wealth management decisions.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
*Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.
*Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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 making 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.