Katelin Kalal is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Boston, Massachusetts. She serves a loyal and ambitious clientele across New England – delivering the specialized knowledge of her team and the extensive resources of the firm.
Katelin works with ultra-high-net-worth entrepreneurs, owners of private and legacy businesses, and corporate executives – many who share their lessons of success and setbacks with her. Katelin admires these clients and enjoys learning about their family histories, as well as the roads and bumps they’ve taken along the way. Katelin also assists other wealthy women and men whose life transitions – including divorce – require a fresh look at establishing and pursuing meaningful outcomes.
Recognizing the time constraints facing clients, Katelin and her team deliver a proactive, hands-on approach that helps clients prepare for important decisions surrounding liquidity events, succession and intergenerational wealth planning, and philanthropic priorities. She also meets with family members to gather input and educate them on the responsibilities of managing wealth. In striving to cultivate trusted relationships with generations of families, Katelin brings natural empathy – reminding them of her accountability, availability and the intellectual capital and fiduciary culture of Bank of America Private Bank.
Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2014, Katelin spent seven years with BNY Mellon Wealth Management.
Katelin holds a B.B.A. cum laude from the Isenberg School of Management at UMass Amherst. Over the years, she has been actively involved with Women for UMass and Dana-Farber Cancer Institute (having served on its Marathon Challenge Board and run the Boston Marathon five times). She resides in Boston.
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 familieis, 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 making your goals our priotity. 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.