Skip to Main Content
Smiling blonde woman outdoors portrait
Wellbeing Stage

Betsy Rath

Beyond the Business: Wealth Strategy and Succession Planning

Betsy is a Private Client Advisor for the Private Bank. Betsy has an extensive banking and financial background since entering the industry in 1999. Previous to her current appointment at Bank of America, she served as a Managing Director in the firm’s Corporate and Investment Bank, specializing in the global banking needs of Financial Institutions, as well as working with Middle Market companies in the Philadelphia, PA market. Prior to rejoining Bank of America in 2017, Betsy was a Managing Director at Clough Capital Partners in Boston, a long/short equity investment firm, managing Investor Relations and overseeing the launch of new products and services. Betsy is FINRA Series 7, 24 and 63 licensed. She earned her B.S. in Economics from
Trinity College (Hartford, CT), where she also played on the Varsity Squash team, and an M.B.A. from Boston College. Betsy is an active volunteer within the Bank and within the community. She currently serves on the Board of Philadelphia Alliance for Capital and Technologies (PACT), as well as the Committee for 100 Women in Finance of Philadelphia, a global finance industry organization. Betsy is also an active member at Merion Golf Club serving on the Finance Committee. Previously, Betsy also served on the Board of Cradles to Crayons from 2019 to 2024. Betsy and her family reside in Villanova, PA.