Kevin A Roszkowski

Senior Vice President, Private Client Advisor

Professional Profile

Kevin A. Roszkowski is a Senior Vice President and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management based in Cambridge, MA. Kevin works closely with high net worth individuals and families, developing in-depth strategies and offerings that align with their financial goals. Kevin has particular depth in serving senior executives and entrepreneurs in technology and biotechnology, hedge fund and private equity principals, and private company business owners. Kevin offers a highly personalized approach to growing, preserving, and transferring wealth, devising strategies that reflect the unique characteristics of each client. 

Kevin works with a team of U.S. Trust® specialists, each of whom has in-depth knowledge in a particular discipline: investment management, trust and estate planning services, credit and lending through Bank of America, N.A., family office services, and philanthropy. He orchestrates coordinated effort across this team, addressing multiple facets of significant wealth: investment management, concentrated and restricted stock management, wealth transfer, trust and estate planning services, charitable giving, customized lending, business succession and family wealth education. Kevin has significant experience in advising business owners, entrepreneurs, senior corporate executives and affluent families.

Kevin points to U.S. Trust's ® fiduciary platform as an important differentiating factor in the client experience. He believes that the team structure and depth of local resources at U.S. Trust result in a robust and engaging client experience.

Prior to joining U.S. Trust, Kevin was a Vice President and Private Wealth Advisor with Merrill Lynch Private Wealth Management.

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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.