Robert Kalaman was recently promoted to managing director, portfolio manager in U.S. Trust, Bank of America Private Wealth Management’s Buckhead office.
Kalaman is responsible for assessing client's investment needs and objectives, developing an investment plan, constructing portfolio strategies, executing the plan and overseeing portfolio activity.
His duties also include providing high net worth individuals and charitable institutions with investment guidance and developing asset allocation strategies that help incorporate objectives, time horizon, risk tolerance, legacy and wealth transfer, as well as charitable needs.
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Kalaman has more than 23 years of investment experience managing assets for high net worth individuals as well as institutions, including foundations and pension plans. He joined Bank of America in 1999 through the acquisition of Fleet Bank.
Kalaman earned his BBA in finance and real estate from the Lindner School of Business at the University of Cincinnati. He earned the Chartered Financial Analyst® designation through the CFA Institute and belongs to the Naples, Florida Chartered Financial Analyst’s Society.
Robert resides in Roswell, Ga. and is active in numerous youth-oriented athletic organizations In addition; he has been involved with the National Police Hall of Fame in St. Augustine, Fla. since 1998.
