Kari H Stoltz

Senior Vice President, Private Client Advisor

Professional Profile

Kari serves as a Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management where she is actively involved in the management of client relationships covering the broad range of investment, lending, financial planning and banking services. She leads a team of professionals in the Triangle office dedicated to serving those clients. In addition, she serves as the market president for the Triangle region of North Carolina, where she coordinates and integrates product and service delivery for all lines of business to bring the full resources of the company to the region. She also represents the Bank's local leadership team as the senior leader in community and civic activities.

Kari joined Bank of America in 1991 as a management trainee in the Management Associate Program for Consumer Banking.  In 1993, she moved to Global Commercial Banking where she completed the Commercial Banking Relationship Manager Development Program.  Her professional experience with Bank of America includes various leadership positions in Consumer Banking, Business Banking, and Global Commercial Banking, as well as a specialty in treasury/cash management. 

Active in civic and community affairs throughout her career, Kari is currently a member of the following boards: WakeMed Foundation, the Research Triangle Regional Partnership, the Greater Raleigh Chamber of Commerce EDGE 5 Steering Committee, the Fifty Group and the YMCA of the Triangle.  Additionally, she serves on the advisory boards of Saint David's School and Band Together.  She is also a member of The Women’s Giving Network, the Carolina Women's Leadership Council, and is a graduate of Leadership North Carolina (2001).

Kari received her B.A. in History from The University of North Carolina at Chapel Hill. 

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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

You don’t define your wealth by numbers alone, but also by the opportunities it provides. For more than 200 years, U.S. Trust has helped clients navigate the complex challenges of managing significant wealth. We draw on U.S. Trust’s personalized approach and private banking services, as well as the resources of Bank of America Corporation, 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 U.S. Trust, 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.