Head of Portfolio Implementation, Bank of America Private Bank
Eva Kwong is a Managing Director and Head of Portfolio Implementation at Bank of America Private Bank. She serves as a national resource on all investments related processes, initiatives, and projects that impact internal associates and external clients. Eva also leads a team responsible for centralized trading, tax harvesting, and customized parameters for accounts in internally managed portfolios. Previously, Eva served as the Investments Client & Business Management Executive for the West and Central South divisions. Prior to that, Eva served as the West Division’s Alternative Investment Product Specialist. She has previously worked with financial consultants. Eva earned her Bachelor of Sciences in Biological Sciences from the University of California, Davis. She holds the Certified Financial Planner (CFP®) as well as the Certified Investment Management Analyst® (CIMA®) designation. She is also a member of the CFP® Board and the Investments & Wealth Institute. Eva is an active member of Bank of America’s Employee Networks, and the Co-Chair of the Enterprise Asian Leadership Network. She is also currently the Executive Sponsor of the Silicon Valley Asian Business Council.