Key Takeaways
- • Bank of America Private Bank has named Kevin Stone, CAIA, as a senior vice president and senior portfolio manager, according to the publisher summary.
- • Stone will focus on deep, established client relationships across South Florida, supporting the firm's operations in the Miami and Fort Lauderdale regions.
- • Stone brings nearly two decades of experience in the asset management industry, per the publisher summary.
Summary
Bank of America Private Bank has appointed Kevin Stone, CAIA, as a senior vice president and senior portfolio manager, according to AltAssets. The appointment positions Stone to leverage his established relationships across South Florida to support the firm's operations in the Miami and Fort Lauderdale regions.
Stone has nearly two decades of experience working within the asset management sector, according to the publisher's summary. The Chartered Alternative Investment Analyst (CAIA) designation signals specialized training in alternative investments, a focus area for the private bank's high-net-worth client base.
The full article is available only to premium subscribers, so additional details such as Stone's prior employers, client book size, and specific mandate responsibilities could not be verified from the available source material.
Stone has nearly two decades of experience working within the asset management sector, according to the publisher's summary. The Chartered Alternative Investment Analyst (CAIA) designation signals specialized training in alternative investments, a focus area for the private bank's high-net-worth client base.
The full article is available only to premium subscribers, so additional details such as Stone's prior employers, client book size, and specific mandate responsibilities could not be verified from the available source material.
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