Emily Dreas started her career doing business development for a 12-person asset manager in Florida. Two decades later, she oversees a team of 240 and is leading Bank of America's private bank in one ...
North America’s best for family-office services 2025: Bank of America Private Bank US-based family offices are a key focus of growth and investment for Bank of America Private Bank. Client balances ...
Bank of America's private wealth unit has scored a huge win at Citi's expense as it welcomes a multibillion-dollar advisor in the Southeast. Bank of America Private Bank announced Thursday that Austin ...
When Katy Knox became president of Bank of America Private Bank in 2018, she saw a need for staffing to become younger, more female and more representative of the people of color in its markets. "We ...
Bank of America Private Bank has officially entered the Pittsburgh market, opening a new office downtown and bringing in a team of local wealth professionals. While Bank of America has been active in ...
Bank of America is in the process of rolling out a client referral program for its global wealth management division, which includes Merrill Lynch and the bank’s former Banking & Investments division ...
Edward Jones announced last year that it's moving into the full-service financial planning business, and now it's shaking up its leadership ranks in response. Meanwhile, Bank of America's private bank ...
Bank of America Corp. will offer investments in private equity funds to its ultra-wealthy clients, a move that comes as more financial firms give access in alternative assets to a broader swath of ...
A central message from Bank of America’s first Investor Day in 15 years was the Charlotte-based bank’s commitment to ...