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Knox has run the private bank since 2018. It is one of two units in Bank of America's private wealth and investment management division, along with Merrill Wealth Management.
September 27 -
Tara Latini, country head of wealth and personal banking for HSBC USA, has been a key decision-maker as the bank has shifted away from the mass-market retail business in the U.S., focusing instead on "globally connected affluent and high-net-worth clients."
October 5