Jacob Kochen
Jacob Kochen is a Vice President and Portfolio Manager at Bank of America Private Bank in New York, New York. In this role and supported by the extensive global resources of the Private Bank, Jacob works with ultra-high net worth individuals, family offices, and institutions to provide integrated, holistic investment advice and implement tailored portfolio strategies that span across asset classes.
Prior to joining his current investment team ~8 Years ago, Jacob began his career at Bank of America in 2017 in Hartford, Connecticut, after earning a B.S. degree with a double major in Finance and Finance Planning from the University of Delaware.
Jacob currently resides on the Upper East Side, plays softball and basketball games in Central Park, and enjoys playing golf and skiing.
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.