Susie Oh

Susie J. Oh

Board Chair Senior Vice President and Private Client Advisor, Bank of America Private Bank
Susie Oh is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Los Angeles, California. She works closely with high-net-worth individuals and families to help optimize their planning connected to managing and preserving their wealth. She leads a team of Bank of America Private Bank specialists who work in concert to advise, design and implement comprehensive, tailored financial strategies for clients in the areas of investment management, trust and estate planning services, liquidity event planning, credit and lending, and philanthropy. By identifying a client’s primary financial goals and needs, Susie and her team can also coordinate with other internal partners to leverage Bank of America enterprise capabilities and resources to help her clients reach their short- and long-term objectives. Susie has worked in the financial services industry for more than 30 years, including 10 years with the Private Bank (formerly U.S. Trust). Prior to joining Bank of America Private Bank, she worked as a Sr. Private Banker at Wells Fargo Private Bank for eight years. Susie returned to work at Bank of America Private Bank in 2022. Susie obtained a B.S. in psychology from University of Southern California. She currently serves as the Board Chair of Korean American Coalition Nationally and for the Los Angeles chapter. Susie has also served on the Board of St. Barnabas Senior Services in central Los Angeles. In her spare time, Susie enjoys traveling, gardening and the sharing of great meals with loved ones.