Kabir Sethi

Managing Director, Head of Digital Wealth Management at Merrill Lynch Wealth Management

Speaker

Kabir Sethi is a managing director in Bank of America’s Global Wealth & Investment Management division, where he serves as head of Digital Wealth Management. He joined Bank of America Merrill Lynch in March 2004. Kabir is responsible for the digital platforms across Global Wealth & Investment Management, including Merrill Lynch Wealth Management and Bank of America Private Bank (formerly U.S. Trust). Kabir manages the digital wealth client and financial advisor experience and the advisor social media platforms. In his current role, Kabir leads digital wealth strategy & innovation, product management, user experience, portfolio management and digital adoption.

Prior to that, Kabir was responsible for Bank of America’s Consumer Banking digital platforms and capabilities.

Previously, Kabir was the head of Merrill Edge Business Integration & Delivery, where he managed the integration of the Bank of America and Merrill Lynch digital platforms into a single investments platform.

Prior to joining Merrill Edge, Kabir served in Merrill Lynch Global Investment Banking (IBK) & Private Equity. Before joining Merrill Lynch, Kabir worked at Booz Allen Hamilton advising a broad range of senior clients across areas of business strategy, operations and organizational change.