Danielle M Ward

Professional Profile

Danielle M. Ward is a Managing Director and Senior Institutional Portfolio Strategist within the Institutional Investments group at Bank of America Private Bank.  In this role, she is responsible for the development and execution of clients’ investment objectives, which include strategic asset allocation, tactical asset allocation, manager selection and portfolio construction. She focuses on both the short- and long-term needs of endowments, foundations, charitable trusts and pensions, drawing on the broader resources of the Chief Investment Office and Bank of America. 

Danielle focuses on sustainable and mission-aligned investing including advising clients on how to incorporate Environmental, Social and Governance (ESG) considerations into Investment Policy Statements. Danielle regularly presents educational and training material to nonprofit investment committees and boards, including issues on sustainable and mission-based investing, asset class fundamentals, investment policy statements, spending policy development and risk management. 

In Danielle’s prior role with Bank of America, she led a team of institutional portfolio managers who managed portfolios for endowments, foundations and charitable trusts on a discretionary basis. In this role, she developed and delivered training regarding how to implement successful investment strategies. Prior to joining the Private Bank, Danielle was a product specialist in Bank of America’s Alternative Investment Group.  Danielle began her career at Oppenheimer & Co. 

Danielle earned her Bachelor’s degree in Economics from Connecticut College. She holds the Chartered Financial Analyst® (CFA®), Chartered Alternative Investment Analyst (CAIA®) and Chartered SRI Counselor™ (CSRIC®) designations. She is a member of the CFA® Institute, CAIA® Association and CFA® Society Houston. Danielle has volunteered with several non-profit organizations including board and committee positions with Girls Scouts of Southeastern New England and Child & Family, where she served as Treasurer and Chair of the Finance Committee.

*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.

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*CAIA^® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association.