Kyle Van Natta
Kyle Van Natta is a Managing Director and Private Client Advisor with Bank of America Private Bank in New York City. He works with wealthy individuals and families across the United States, advising on wealth management, customized lending, and long‑term planning. His clients include entrepreneurs, senior executives, real estate investors, and professionals in hedge funds, private equity, and entertainment.
As the leader of a coordinated advisory team, Kyle connects clients to specialists in portfolio management, wealth strategy, trust and estate services, banking, lending, and philanthropy. He focuses on disciplined planning, clear communication, and practical problem solving to help clients manage their financial lives more effectively and make informed decisions about their long‑term goals.
Kyle has significant experience in structuring tailored credit solutions to support liquidity needs, real estate acquisitions, business financing, and other complex transactions. Drawing on his background in customized lending, he collaborates with credit executives across residential, commercial, and specialty lending to help clients evaluate financing strategies, optimize collateral, and integrate credit decisions into their broader wealth plans. His work includes navigating structured credit facilities, custom mortgages, and lending strategies involving concentrated or illiquid assets when appropriate.
Kyle also plays a central role in coordinating estate and wealth‑transfer planning. He works closely with Bank of America Private Bank’s wealth strategists, trust officers, and clients’ external legal and tax advisors to address trust design, tax‑aware strategies, and planning for liquidity events. His estate‑planning work includes helping clients evaluate approaches for transferring assets across generations, aligning structures with family objectives, and integrating estate considerations into investment, credit, and cash‑flow planning.
Before joining Bank of America Private Bank, Kyle served as a Managing Director and Relationship Manager at First Republic Bank, advising wealthy clients, businesses, and nonprofit organizations. Earlier in his career, he worked in real estate lending and commercial banking, and he has been in the financial services industry since 2004.
Kyle is a CERTIFIED FINANCIAL PLANNER® professional. He earned his M.B.A. in Finance from the University of Southern California’s Marshall School of Business and holds a B.A. from Tufts University, where he was a member of the varsity basketball team.
*NMLS ID 261193
*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.
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.