Suze J. Wollke is a Senior Vice President and Senior Portfolio Manager at Bank of America Private Bank. In her role, she is responsible for creating and maintaining personalized investment strategies utilizing a broad range of services including financial planning and wealth strategy. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall investment strategy, formulating, and implementing potential solutions in conjunction with their risk profile, and conducting periodic reviews to help clients monitor progress toward reaching the initial goals and strategies set forth. In addition, she provides support to clients navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax-minimization strategies, retirement planning, and multi-generational strategies from risk-based strategies to banking and lending needs. Suze has been with Bank of America and its predecessor organizations since 1994 and has enjoyed a long career working with individual clients and their families as they transition wealth to the next generation. Suze earned her B.S. degree in Business Administration with concentrations in Finance and Economics from Rochester Institute of Technology. She is active in the community and serves as a longstanding board member of the Rochester Children’s Scholarship Fund. She is a member of the Bank of America Rochester Leadership Team and serves as a committee member of the local Bank of America Charitable Foundation. She has served as past co-chair of the Upstate NY Diversity and Inclusion Council dedicated to supporting our employees across the Upstate Market. Suze has also served as a past co-lead for a chapter of the Private Bank Women’s Empowerment Network.