Jason Capolarello is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in Princeton, New Jersey. He has more than 20 years of private wealth management experience.  Jason holds the CERTIFIED FINANCIAL PLANNER^™ certification. He is skilled at helping multiple generations of ultra-high-net-worth families, corporate executives and entrepreneurs, seek ways to help grow, preserve and transfer their wealth.

An attentive listener and clear communicator, Jason strives to build strong client relationships by working thoughtfully and transparently with them on carefully constructed wealth management strategies. Jason’s knowledge of the global enterprise puts Bank of America Private Bank’s total resources at his fingertips. He and his team can access extensive capabilities and draw on leading specialists and analysts to effectively address even the most complex wealth management situations. Areas of focus may include estate planning, tax-minimization strategies, customized lending and private banking, investment management, trusts and concentrated stock positions.

For younger members of multi-generational families, Jason is committed to playing an active role in their financial lives. He can be direct and constructive in his dialog with them, while assisting with tailored analysis and strategies to help them fund their lifestyle, finance a home or an education, as well as pursuing any entrepreneurial endeavors they may have.

Jason joined the Private Bank (formerly US Trust) in 2008. He earned his bachelor’s degree in finance from Penn State University. Jason and his spouse have two children and live in Newtown, Pennsylvania.
 


*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^™ and CFP^® in the U.S.