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Jean Patricia Stratton

Managing Director, Portfolio Manager

Professional Profile

Jean Stratton is a Managing Director and Portfolio Manager with Bank of America Private Bank.  Jean began her career with Bank of America Private Bank (formerly U.S. Trust) in 2006.

Jean earned a B.S. in engineering from Yale University, an M.B.A. in finance from Wharton Business School, and an M.S. in taxation from Baruch College, City University of New York. She holds the Chartered Financial Analyst® (CFA®) designation and the Chartered Alternative Investment Analyst (CAIA) designation.

 

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

*CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association.

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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.