Jason (Jay) Levine

Managing Director, Portfolio Manager

Professional Profile

Jason Levine is a Managing Director and Portfolio Manager at Bank of America Private Bank. In this role, he is responsible for creating and maintaining personalized investment strategies and advising on a broad range of wealth management services including trust administration, estate planning services, financial planning and wealth strategy. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulate and implement potential strategies and conducting periodic reviews to help clients monitor progress toward reaching the initial goals and strategies set forth. In addition, Jason supports clients in navigating through virtually every market environment to provide traditional guidance in the areas of asset allocation, tax-minimization, retirement, and multi-generational strategies from risk-based planning strategies to banking and lending needs.  Jason co-managed Bank of America Private Bank's Global Opportunities Portfolio (GOP) from 2014 to 2018 and was a senior analyst on the World Thematic Alpha Portfolio (WTAP) from 2010 to 2012.  
 
Prior to joining Bank of America Private Bank (formerly U.S. Trust), Jason was an investment advisor with Glen Eagle Advisors, LLC.  He began his financial services career as an analyst for Analysis Group, an economic consulting firm.

Jason graduated Cum Laude from Ithaca College with a B.S. in applied economics. He holds the Chartered Financial Analyst (CFA) designation and is a member of both the CFA Institute and the New York Society of Security Analysts (NYSSA).

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

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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.

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.