Jennifer Carey Bak

Managing Director, Private Client Manager

Professional Profile

Jennifer Bak is a Managing Director and Private Client Manager with Bank of America Private Bank. She is the primary point of contact for existing clients. Jennifer’s main objectives are to listen to clients, help identify their needs, provide guidance and coordinate with the appropriate representatives of the Bank of America Private Bank platform of extensive resources to support each client’s overall wealth strategy. While developing new client relationships and helping to ensure a professional and personal client experience, Jennifer is responsible for assisting clients on the full spectrum of their wealth management needs in the areas of investment management, fiduciary, credit, and banking services.

Jennifer has been with Bank of America and its predecessors for more than 40 years. Prior to joining the Private Bank, she specialized in Commercial Lending. In addition to her FINRA Series 7 and 66 registrations, Jennifer also holds insurance licenses for Health, Life, Variable Life, and Annuities. Jennifer received her BS from Wheeling Jesuit University. 

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We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future


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.