Jacquelyn N Smith

Vice President, Private Client Advisor

Professional Profile

Jacquelyn Smith is a Vice President and Private Client Advisor at Bank of America Private Bank in Boston, Massachusetts.

Jacquelyn is committed to assisting clients in ways that can bring meaning to their wealth, especially during key financial and personal transitions. She serves successful women and men business owners, corporate executives, next-generation investors, individuals whose marital status has changed, and generations of wealthy families. Many clients have sought the stewardship they expect from a private bank and share an interest in socially responsible investing.

Jacqueline assembles a team of specialists after determining each client’s aspirations, concerns and family dynamics. These experts provide wealth structuring, trust and estate planning, customized credit and banking, strategic philanthropy, and investment management – including traditional, specialty asset, alternative, socially innovative, and capital market investments.

Prior to Bank of America Private Bank, Jacquelyn held positions in environmental, social, and governance (ESG) investing* and the energy and oil industry, including Senior Fellow at the Intentional Endowments Network, Senior Sales Manager at Gulf Oil, and Energy Advisor at Tradition Energy.

Jacquelyn holds a Master of Business Administration degree in economics of financial markets from Bentley University and a Bachelor of Arts degree in communications and psychology from the University of Massachusetts, Amherst. 

Jacquelyn co-chairs the Boston chapter of Women Investing in a Sustainable Economy (WISE) and volunteers for the PJT Memorial Foundation, which supports local children. She and her husband reside in Boston and enjoy boating. They have a young child and an Old English Bulldog.
 
*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

**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.

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Scott Genesevich

Private Client Manager

617.434.6945

Melissa G Spangler

Private Client Manager

617.346.1220

Rebecca F DeRosa

Trust Officer

617.434.9798

Arnaud Mulliez

Portfolio Manager

617.346.1803

Key Contacts

Nixon Jaquez

617.434.0137

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 (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.

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.