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.
Assistant Vice President, Portfolio Manager
Courtney Hefner is an Assistant Vice President and a Portfolio Manager at Bank of America Private Bank in Denver, Colorado. In this role, she is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services. Courtney works with individuals and families, helping them manage their personal assets in keeping with their distinctive goals, risk tolerance, and personal circumstances. This includes assisting clients with establishing goals, working towards developing an appropriate overall investment strategy, formulating potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching their objectives.
Courtney Hefner obtained a Bachelor of Science in Business Administration in business information & analytics from the University of Denver where she also competed on the NCAA Division 1 Women's Soccer Team.
She is a member of the Women's Estate Planning Council.
Private Bank CIO Audiocast Series
Tune in at 2:00 PM EST on Monday and Friday for the latest insights.
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
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.