Yue Zhang
Yue Zhang is an Assistant Vice President and Portfolio Manager at Bank of America Private Bank. She works with high-net-worth families and individuals to design and implement customized investment strategies. Her approach integrates market expertise with an understanding of family dynamics, wealth transfer, and philanthropy, ensuring strategies that are both technically rigorous and personally meaningful.
Yue stands out as one of only a handful of women in her role across the Southwest and Southeast divisions. She brings a multicultural lens shaped by her upbringing in Beijing and over a decade of experience living and working in the United States. This unique background allows her to connect seamlessly with globally minded families and next-generation leaders, bridging cultural nuance with financial sophistication.
In her work, Yue believes wealth management is not simply about portfolios but about stewardship, helping families align resources with values, aspirations, and legacies. Clients value her ability to combine analytical precision with empathy and accountability, offering guidance that supports both long-term financial growth and the preservation of family identity.
Prior to joining Bank of America Private Bank, Yue served as an Investment Analyst at Paul Comstock Partners. She earned her Bachelor of Business Administration in Finance from the University of Cincinnati.
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.