Private Bank

Katy Knox headshot
Katy Knox

Led by Katy Knox, The Private Bank serves wealthy individuals, families and institutions with a personalized approach through a dedicated team of experienced advisors. With more than 100 offices in the U.S, we serve the unique financial needs of our clients with award-winning solutions and the strength of Bank of America’s broad capabilities.

Continued organic growth

as of Q3 2024

  • 4,000 professionals in 100+ Private Bank offices in 45 U.S. markets
  • $667B clients balances as of Q3 2024
  • 92% Private Bank clients are digital active
  • Added 3,1000+ net new Private Bank relationships in 2023
  • Generated $3.6 billion in revenue in 2023
  • Added nearly $6 billion in new philanthropic commitments in 2023

Private Bank

Led by Katy Knox, The Private Bank serves wealthy individuals, families and institutions with a personalized approach through a dedicated team of experienced advisors. With more than 100 offices in the U.S, we serve the unique financial needs of our clients with award-winning solutions and the strength of Bank of America’s broad capabilities.

Katy Knox headshot
Katy Knox

Continued organic growth

as of Q3 2024

  • 4,000 professionals in 100+ Private Bank offices in 45 U.S. markets
  • $667B clients balances as of Q3 2024
  • 92% Private Bank clients are digital active
  • Added 3,1000+ net new Private Bank relationships in 2023
  • Generated $3.6 billion in revenue in 2023
  • Added nearly $6 billion in new philanthropic commitments in 2023

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