Brian Roth

National Executive - ESOP Finance & Advisory
Bank of America
Minneapolis, MN

Brian Roth is Head of the ESOP Finance & Advisory practice at Bank of America. In this role, Brian leads a team focused on educating, originating, and executing ESOP strategies as a means of ownership succession and wealth diversification for privately held business owners. Additionally, in partnership with local banking teams, the group delivers tailored financial solutions and advice to employee-owned companies at all stages of the lifecycle.

Brian is a member of The ESOP Association, NCEO, and Employee-Owned S Corporations of America (ESCA) where he serves on the Advisory Committee. He maintains FINRA Series 7 and 63 securities licenses.

Disclosure information not submitted.

Presentation(s):

• Financing Considerations for New and Existing ESOPs

  Tuesday, April 7, 2026
  8:50 AM - 9:50 AM CDT