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.
Jean Carlos (Jc) A Ortiz
Assistant Vice President, Trust Officer
Jean Carlos (JC) Ortiz is an Assistant Vice President and Trust Officer at Bank of America Private Bank in Dallas, Texas. His focus is on the administration of clients’ trusts and carrying out provisions contained in trust documents. JC is the main point of contact for clients and their beneficiaries when it comes to matters of trust administration and will engage other Bank of America Private Bank specialists to assist, as appropriate. At Bank of America Private Bank, we recognize each trust and each beneficiary is unique, and we provide highly personalized service to help carry out your estate plans.
Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2013, JC worked in Trust Operations with Bank of America as a Fulfillment Analyst. In this role, he worked with different departments, including Real Estate, Securities, Compliance, Workflow, among many others. This prepared JC for his current role by exposing him to the intricate workings as it relates to procedures and policy compliance. JC worked as a Trust Administrative Officer for five years supporting complex books of business prior to becoming a Trust Officer.
Jean Carlos (JC) Ortiz graduated from Colorado State University with a master’s degree in computer information systems. He also holds a certificate in Business Intelligence from Colorado State University.
JC does not provide legal advice in his role at Bank of America Private Bank.
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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.