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.
Professional Profile
Jennifer Flewelling is a Managing Director and Senior Portfolio Manager with Bank of America Private Bank in Seattle, Washington. In this role, she is responsible for creating and maintaining personalized investment strategies for clients across a broad spectrum of public, private and impact investments. This includes assisting clients when they establish their goals and objectives, developing an appropriate overall strategy, documenting the plan in the Investment Policy Statement and thoughtfully implementing potential solutions as well as conducting regular reviews to monitor progress toward reaching the stated goals. In addition, she supports clients on navigating through changing market environments to provide guidance in the areas of tactical asset allocation, tax-minimization strategies, thematic investing and life events.
Jennifer has more than 20 years of investment experience and has been a Portfolio Manager with Bank of America Private Bank (formerly U.S. Trust) since 2007. She spent a significant portion of her professional career with a private bank in Chicago. In addition to managing portfolios, Jennifer participated on several investment committees, including the Asset Allocation Committee at Harris Bank in Chicago.
Jennifer earned her bachelor’s degree from Miami University and her master’s degree, with distinction, from DePaul University. She is both a CFA® charterholder and CAIA® charterholder and is a member of CFA® Institute and the CFA® Society of Seattle.
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.
