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.
Jerry Chapski is a Managing Director and Portfolio Manager at Bank of America Private Bank in Boston, Massachusetts. He is responsible for constructing and managing personalized investment portfolios. He works with clients to develop investment goals, objectives and asset allocation strategies. He conducts periodic reviews to help clients monitor portfolio changes and performance. In addition, he supports clients in navigating through changing market environments to provide traditional guidance in the areas of tactical asset allocation recommendations, capital gains tax management and cash flow reporting.
Prior to joining Bank of America, Jerry worked at Mellon Trust (formerly Boston Safe Deposit & Trust Company) as a portfolio manager in the Private Clients Group. Jerry began his career at The Boston Company as a securities accountant in their treasury unit.
Jerry earned his B.S. degree from Babson College and his M.B.A. from Bentley College. He is a CFA® charterholder and is a member of CFA Institute and the CFA® Society Boston, Inc.
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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.