At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. 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 is on providing today’s clients with disciplined financial strategies and a bridge across generations.
Soyeon Caruso is a Vice President and Private Client Manager at Bank of America Private Bank in Rochester, New York. As a key member of a dedicated team of private banking specialists and supported by the global enterprise, she caters to the distinct and often complex financial needs of a high-net-worth clientele residing across Upstate New York – active and retired business owners and executives, attorneys, physicians and generations of wealthy families.
A determined problem-solver, Soyeon focuses on clients’ credit and lending requirements – from residential and commercial real estate lending, to securities-based and private client lines of credit, custom lending solutions, and financing and practice solutions for medical practices. She also coordinates her team’s efforts to craft cohesive investment, wealth structuring, and legacy planning strategies. In addition, she works to connect clients’ philanthropic activities to strategies that can bring meaningful results.
Soyeon is proud to spearhead clear and frequent communications with clients and their other trusted advisors. In each relationship, she puts a premium on ensuring a professional and personal client experience.
Soyeon joined Bank of America in 2013 and the Private Bank in 2021. Previously, she was a treasury solutions analyst, helping mid-size companies with treasury services, efficient management of their liquidity, and strategies to protect their accounts from fraud and other cyber forms of attack.
Soyeon serves as Chairwoman of Bank of America’s Rochester Community Volunteer Board. She also coordinates volunteer events with local non-profits and is a Better Money Habits Champion. Soyeon holds a Bachelor’s degree in hospitality and service management and a minor in psychology from Rochester Institute of Technology. She resides in Pittsford with her husband, Kevin, and their son and daughter.
Private Bank CIO Audiocast Series
Tune in at 2:00 PM EST on Monday and Friday for the latest insights.
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST
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 for future growth, our commitment is to make your goals our priority.