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Jean Patricia Stratton

Managing Director, Portfolio Manager

Professional Profile

Jean Stratton, CAIA®, is a Managing Director and Portfolio Manager with Bank of America Private Bank in New York, New York. In this role, she is responsible for creating and maintaining personalized investment strategies by utilizing a broad range of wealth management services including financial planning and wealth strategy. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching the initial goals and strategies set forth. In addition, she supports clients in navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax-minimization strategies, retirement, and multi-generational strategies from risk-based strategies to bank and lending needs.

Prior to joining the Private Bank (formerly U.S. Trust) in 2006, Jean spent nine years at Citigroup as a member of its Private Wealth Management Group focusing on the financial needs of ultra- high-net-worth clients, including tax-efficient investing, managing liquidity needs, and advising on alternative investments.

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 is also a CFA® charterholder.  

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

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

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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.