Danielle M Ward

Managing Director, Senior Institutional Portfolio Strategist

Professional Profile

Danielle M. Ward is a Managing Director and Institutional Client Executive within the Philanthropic Solutions Group at Bank of America Private Bank. With a focus on relationship management, Danielle works to create an optimal experience for the firm’s strategic institutional non-profit clients throughout the United States, catering to the distinctive needs of endowments, foundations and charitable organizations. As the leader of a client’s team, she oversees the design, development and implementation of customized services and strategies in fiduciary investment management.

In Danielle’s prior role with Bank of America, she was a Senior Institutional Portfolio Manager responsible for the development and execution of non-profit clients’ investment objectives, which included strategic asset allocation, tactical asset allocation, manager selection and portfolio construction. Her experience includes a tenure as Institutional Market Investment Director where  her responsibilities encompassed direct client management and managing a team of institutional portfolio managers. Danielle joined Bank of America in 2003.

Danielle regularly presents educational and training material to non-profit investment committees and boards, including issues on sustainable and mission-aligned investing, investment governance, investment policy statements, spending policy development and risk management.
Danielle earned her bachelor’s degree in economics from Connecticut College. She is a CFA® charterholder, a Chartered Alternative Investment Analyst professional, and earned the Chartered SRI Counselor℠ designation, as well a the BoardSource Certificate in Nonprofit Board Consulting. She is a member of the CFA® Institute, CAIA® Association, CFA® Society Houston and BoardSource. Danielle volunteers with several non-profit organizations and has held and continues to hold board and committee positions.

*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.

*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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

*The College for Financial Planning Institutes Corp. owns the service marks Chartered SRI Counselor℠, CSRIC®, and the CSRIC® logo, and the certification marks Chartered SRI Counselor™, CSRIC®, and the CSRIC™ logo.

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