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.
Jenna R. Frerichs serves as an Assistant Vice President and Institutional Portfolio Manager at Bank of America Private Bank in Chicago, Illinois. In this role, she is responsible for managing the portfolios of institutional clients such as endowments, foundations, charitable trusts and corporate retirement plans. She helps her clients advance their organization’s underlying missions through advising on matters pertaining to investment policy, asset allocation, portfolio construction and manager selection.
Jenna has been with Bank of America Private Bank (formerly U.S. Trust) since 2016. Prior to her current responsibilities, she served as a Portfolio Manager working with individuals and families, helping them manage their personal assets in accordance with their distinctive goals, risk tolerance, and personal circumstances. This included assisting clients with developing an appropriate overall investment strategy, formulating potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching their objectives.
Jenna Frerichs obtained a Bachelor of Arts in economics from Brown University. Jenna holds the CERTIFIED FINANCIAL PLANNER™ certification.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
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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.