Entities / Company
Bank of America Private Bank.
provides investment management, wealth structuring, and credit and lending
- Reports this week
- 0
- Active events
- 0
- Connections
- 17
What's happening
Reports per dayLast 90 days
90 days agoDrag either end to show only events that began in that periodToday
One to three months ago
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Joan Kaye began her career at Morgan Stanley, which was subsequently acquired by UBS, after previously working at Bank of America Private Bank.Some support2 reports
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A person named Yates previously worked at Bank of America Private Bank in Fort Lauderdale.Some support1 report
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Houston received a full-ride scholarship from the University of Tulsa after having built an executive career with Bank of America Private Bank.Some support1 report
Gone quiet
No new reports in 90+ days-
Merrill, Bank of America Private Bank, Vanguard, Blackstone, and Wellington are partnering to develop and fund new public and private products.Some support1 report
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Merrill, Bank of America, and Bank of America Private Bank are involved in an integrated financial services offering as of June 24, 2026.Some support2 reports1 development inside
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US economy surpasses China while financial executives at Merrill and Bank of America Private Bank detail market strategy.Some support1 report
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Bank of America Private Bank is observing investment trends among younger generations.Some support1 report
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Several industry figures, including those from Rowing Blazers and Bank of America Private Bank, were speakers at the 2024 CorpGov Forum.Some support2 reports
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On August 9, 2025, several industry events occurred, including Steele moving from Bank of America to Merrill Lynch, LPL Financial losing a team to Arax, and First Manhattan acquiring a Jersey-based RIA.Some support2 reports
No events began in the chosen period. Widen it, or reset.
Around Bank of America Private Bank this week
News at the entities that move Bank of America Private Bank most-
Bank of America StructuralThe Office of the Comptroller of the Currency and U.S. Treasury fined Bank of America for reporting and compliance failures.Moves Bank of America Private Bank
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Sameer StructuralThe new event reports on the past employment history of Sameer and Michael Lyons.Moves Bank of America Private Bank
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Fort Lauderdale Shared contextDeSantis criticizes Broward County spending while county operations involve Fort Lauderdale and Tony runs law enforcement.Moves Bank of America Private Bank
Connections
The 7 strongest of 17, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Merrill Structural
Merrill is formally integrated as a subsidiary of Bank of America Private Bank and operates jointly in investment programs.
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Bank of America Structural
Bank of America Private Bank operates as a specialized, integrated division within the broader financial services offerings of Bank of America.
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Houston Structural
The individual established her executive career path while employed by Bank of America Private Bank.
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Joseph P. Quinlan Structural
Joseph P. Quinlan serves as head of market strategy for Bank of America Private Bank.
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Joan Kaye Structural
Joan Kaye previously served as an employee at Bank of America Private Bank.
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Fort Lauderdale Shared context
The relationship is contextual, linking the city to the bank's personnel or operations.
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Sameer Structural
Sameer previously held employment at Bank of America Private Bank.
History
Events by the month they beganSeptember 2026
2 eventsJuly 2026
4 events- Houston received a full-ride scholarship from the University of Tulsa after having built an executive career with Bank of America Private Bank.
- Merrill, Bank of America Private Bank, Vanguard, Blackstone, and Wellington are partnering to develop and fund new public and private products.
- US economy surpasses China while financial executives at Merrill and Bank of America Private Bank detail market strategy.
- Bank of America Private Bank is observing investment trends among younger generations.
June 2026
3 events- Merrill, Bank of America, and Bank of America Private Bank are involved in an integrated financial services offering as of June 24, 2026.
- Several industry figures, including those from Rowing Blazers and Bank of America Private Bank, were speakers at the 2024 CorpGov Forum.
- On August 9, 2025, several industry events occurred, including Steele moving from Bank of America to Merrill Lynch, LPL Financial losing a team to Arax, and First Manhattan acquiring a Jersey-based RIA.