Kacy Gambles is a Managing Director and the Market Investment Executive with Bank of America Private Bank in Washington, D.C. In this role, Kacy oversees Bank of America Private Bank offices in the Greater D.C., Maryland and Northern Virginia areas. She leads a team of talented and dedicated investment professionals, who are responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services. The team works with individuals and families, helping them manage their personal assets in keeping with their distinctive goals, risk tolerance, and personal circumstances. This includes assisting clients with establishing goals, working towards developing an appropriate overall investment strategy, formulating potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching their objectives.

With over 20 years in the financial services industry, prior to joining Bank of America Private Bank, Kacy served as a Regional Investment Manager/Regional Manager of Investment Fiduciary Services at Wells Fargo Private Bank supervising a team of experienced investment and fiduciary professionals with expertise in investments, trust, and estate services. Prior to this position, she was an investment strategist servicing high-net-worth individuals, families, and institutions. Prior to Wells Fargo, she worked at PNC Bank where she focused on product management for alternative investments and separately managed account platforms.

Kacy Gambles obtained a Bachelor of Science degree in Finance and International Business from The Pennsylvania State University. She also received a Master of Business Administration degree from the Tuck School of Business at Dartmouth College. Kacy is a CERTIFIED FINANCIAL PLANNER™ certificant awarded by the Certified Financial Planner Board of Standards, Inc.