Yue Zhang
Yue Zhang is an Assistant Vice President and a Portfolio Manager at Bank of America Private Bank. She works closely with high-net-worth families and individuals to design and implement customized investment strategies. She partners with you and your family to help grow and preserve wealth across generations, focusing on tax-efficient investing, wealth transfer, and philanthropic planning.
In her role, Yue believes that managing wealth is more than constructing portfolios. It is about building relationships rooted in trust, empathy, and accountability. She takes pride in getting to know you on a deeply personal level, understanding not just your financial goals but also the family dynamics, legacies, and aspirations behind those goals. Her strength lies in bridging the technical rigor of investment management with the human side of wealth, delivering advice that is both analytically sound and emotionally intelligent. She is passionate about guiding you make intentional decisions that align with your long-term vision, while thoughtful stewarding your legacies.
Prior to joining Bank of America Private Bank, Yue serves as an Investment Analyst at Paul Comstock Partners. She has over a decade of experience in the financial services industry.
Born and raised in Beijing, Yue moved to the United States at the age of 20 to pursue her education. She earned a Bachelor of Business Administration in Finance from University of Cincinnati. Now based in Houston, Texas, Yue brings over a decade of experience living and working in the U.S., complemented by her upbringing and multicultural background.
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.