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Thursday, Jun 13, 2024

Leaders of Influence: Wealth Managers 2023 – Susan Kam

Custom Content by the Los Angeles Business Journal

Managing Director; Private Client Advisor
Bank of America Private Bank

Susan Kam is a veteran of the banking and finance industry with more than 30 years of experience in client relationship management, credit and investment strategy, and overall strategic advisory leadership for high-net-worth individuals, corporate executives, and privately held companies and non-profit organizations.

Kam leads a team of private banking specialists, who work in concert to uncover additional efficiencies and gains in investment management, trust and estate planning services, specialty asset management, cash management, and custom liability management. Her tenure with the bank heightens her ability to connect clients to the capabilities they require. She provides to clients a proven team of specialists, such as attorneys and CPAs, to ensure they receive a comprehensive suite of services through a unified approach. She is particularly attuned to optimizing the client experience, fostering a diligent and responsive service model that prioritizes client ease and the quick resolution of inquiries.

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