Katelin J Kalal

Vice President, Private Client Advisor

Professional Profile

Katelin Kalal is a Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management in Boston. Katelin works closely with successful individuals and families to simplify the complexities of significant wealth by developing integrated wealth strategies in three key areas: investment management, credit and banking, and wealth planning. She builds and leads a team of U.S. Trust specialists around each client, selecting a portfolio manager, wealth strategist, private client manager and trust officer.

Katelin serves as a compassionate and trustworthy resource for clients by understanding their unique needs and goals to provide them with the resources they need to make sound financial decisions. She spearheads in-depth analysis of a client’s family, business, and philanthropic priorities, leveraging the vast resources and intellectual capital of U.S. Trust. Katelin and her team work with business owners, executives and multi-generational families to match personalized strategies with their investment, estate and business succession planning needs while incorporating tax considerations. She also provides ongoing advice to clients and their family members, responding to changing market conditions, personal circumstances and significant life events.

Prior to joining U.S. Trust in 2014, Katelin spent seven years with BNY Mellon Wealth Management. She earned her B.B.A. Cum Laude from the Isenberg School of Management at UMASS Amherst. Katelin has been actively involved with Dana-Farber Cancer Institute. She’s served on the Marathon Challenge Board and ran the Boston Marathon for Dana-Farber five times. Currently, Katelin co-chairs the Outreach Committee for the Dana-Farber Leadership Council.

 

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Advisor Image

Melissa G Spangler

Private Client Manager

617.346.1220

Key Contacts

Johnathan (John) S Vega

617.434.8134

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

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.