At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.
Anita Glencoe is a Senior Vice President and Senior Portfolio Manager with Bank of America Private Bank in Chicago, Illinois. Anita works closely with high-net-worth individuals and families to build and manage customized investment portfolios that are designed to pursue each client’s distinctive goals. She is also experienced in supporting nonprofit organizations, tailoring their investment programs to help advance their missions and contribute to their long-term stability.
Anita connects clients to an extensive range of investment capabilities, including traditional and alternative investments, as well as Environmental, Social, and Governance (ESG) offerings. She works in concert with specialists in risk management, due diligence, and investment research who monitor market conditions relative to client objectives. An attentive listener, Anita is dedicated to incorporating each client’s unique parameters within her analysis. She stays in regular contact with clients, keeping them apprised of progress toward meaningful goals and refining her approach based on their changing personal or professional priorities.
Anita joined Bank of America Private Bank (formerly U.S. Trust) in 2005. Previously, she spent more than 17 years with J.P. Morgan and its predecessor firms. She earned her M.B.A. in finance from DePaul University in Chicago and her B.S. in finance from Northern Illinois University. Anita is a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
In her free time, Anita enjoys spending time with her family and friends. She volunteers regularly with her local church and with a number of organizations in and around the city of Chicago.
Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.