William (Liam) O'Hagan

Senior Vice President, Private Client Advisor

Professional Profile

Liam O’Hagan is a Senior Vice President and Private Client Advisor for Bank of America Private Bank based in Minneapolis, Minnesota. Liam works closely with some of the Bank's top clients to deliver a range of wealth management services, leading a team of specialists who design and implement investment management, trust and estate planning, business operations and liquidity solutions, and securities-based and custom credit strategies. Through these efforts, Liam is focused on simplifying clients' financial lives and delivering the Private Bank’s exclusive and extensive products and services playbook with the highest level of care.
 
Prior to joining Bank of America Private Bank, Liam served as a Senior Associate with Citigroup Global Markets’ investment banking group in New York and Hong Kong, contributing to landmark corporate finance initiatives, including debt and equity originations and mergers and acquisitions, for Citi’s global platinum industrials and consumer clients. Liam is a graduate of Harvard University with a bachelor’s degree in government, earned his MBA from the Thunderbird School of Global Management, and speaks Mandarin Chinese fluently.

Liam is a Bank of America Better Money Habits (BMH) Volunteer Champion, contributes to Feed My Starving Children, Second Harvest Heartland and Peter Clark Center initiatives with his wife Cecile and is a varsity baseball and football coach at his alma mater, Breck School in Golden Valley.

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Jon Gennaro

Portfolio Manager

612.656.0393

Thomas C. Baxter

Senior Trust Officer

612.656.0388

Dorothy Kovar Inde

Private Client Manager

612.656.0366

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.

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.