Managing Director, Policy and Market Planning Global Wealth and Retirement Solutions, Bank of America Merrill Lynch
Surya Kolluri manages Policy and Market Planning for the Bank of America Merrill Lynch Global Wealth and Retirement Solutions Business. In this capacity he oversees incubation and commercialization of programs such as Environmental-Social-Governance (ESG) Investing and Social Impact Bonds (SIBs). He also manages external relationships with regard to research and policy development in the areas of aging and longevity. Prior to this, Surya played a variety of roles at the organization including Head of Strategy, Business Support Executive and Channel Development Manager. Previously he spent 14 years at Bain & Company as a strategy management consultant serving clients in the US and around the world. Surya has an MBA from the Wharton Business School at the University of Pennsylvania and an MS from Drexel University, Philadelphia. He serves on the boards of Rebuilding Together Boston (RTB), a volunteer organization that helps rebuild homes for Boston communities in need, the CEO Initiative for Alzheimer’s (CEOI), and the Global Coalition on Aging (GCOA).