Jennifer Flewelling

Managing Director, Portfolio Manager

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Professional Profile

Jennifer Flewelling is a Managing Director and Senior Portfolio Manager with Bank of America Private Bank in Seattle, Washington. Drawing on more than 20 years of experience, she assists C-suite executives, business owners and other clients with significant wealth in creating and maintaining personalized strategies that utilize a broad range of public, private and impact investments.

Jennifer believes in building client relationships based on the highest levels of professional integrity, thorough attention to detail, and honest, direct communication. She works closely with clients to establish investment objectives, implement strategies, and monitor progress towards goals. Throughout the relationship, she helps them navigate through changing market environments and offers guidance in areas such as tactical asset allocation, tax minimization, and preparing financially for major life events.

Jennifer started her financial career as a securities trader. Prior to joining Bank of America in Seattle in 2007, she managed portfolios and participated on several investment committees within the private bank at Harris Bank in Chicago. A Midwest native, she earned a bachelor’s degree in finance at Miami University (Ohio) and an MBA degree in finance, with distinction, at DePaul University Driehaus College of Business. Jennifer holds the Chartered Financial Analyst® (CFA®) and Chartered Alternative Investment Analyst (CAIA®) designations. She is a member of the CFA® Institute and the CFA® Society of Seattle.

Jennifer lives in Auburn, Washington, with her husband, Mike, and their English cream retrievers, Cooper and Jax.

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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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.