Jason Hendricks

Senior Vice President, Portfolio Manager

Professional Profile

Jason Hendricks is a Senior Vice President and Portfolio Manager who joined the Private Bank in 2009. He is based in Westport, Connecticut. Jason oversees a diverse book of portfolios including private client accounts, complex trusts and endowments. He focuses on providing customized portfolios tailored to a client’s unique investment, philanthropic, and estate-planning needs.

Before joining the Private Bank, Jason was a Financial Advisor with Bank of America’s Global Wealth Investment Management Division working with high net worth clients. Prior to joining Bank of America, Jason provided investment advice and financial planning with Ameriprise Financial. Jason is a graduate of Vassar College in Poughkeepsie, New York and holds the CFP® certification awarded by the Certified Financial Planners Board of Standards, Inc. and the CSRIC™ designation awarded by the College for Financial Planning.

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

CSRIC™ / Chartered SRI Counselor™ are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

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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.

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.