Jennifer (Jenny) McNicholas

Officer, Portfolio Manager

Professional Profile

Jenny McNicholas is a Portfolio Manager with Bank of America Private Bank in Chicago, Illinois. Jenny provides tailored advice and guidance to high-net-worth individuals and families, helping them align their investment portfolios with their overall wealth-management objectives. She combines technical knowledge and insight with an ingrained ability to connect with people and their priorities, supporting clients in their efforts to advance their goals through customized investment management.

Jenny grounds her approach in a thorough understanding of each client or family, sensitive to their preferences, risk tolerance, and time horizon. She works in concert with a team of fellow specialists at the Private Bank, integrating a client’s investment program within the context of his or her wealth strategy, trust and estate planning intentions, and philanthropic goals. A skilled communicator, Jenny also keeps clients apprised of the firm’s investment research and market outlook. Her areas of focus include traditional and alternative investments, such as private equity and private real estate, as well as tax-sensitive investing and ESG and Impact investing.

Jenny joined Bank of America Private Bank (formerly U.S. Trust) in 2018. Previously, she served as a Transfer Pricing Consultant with Ernst and Young in Dublin and Chicago. She began her career in fixed income and equity trade support with MFS Investment Management in Boston. Jenny earned her B.S. in International Business Magna Cum Laude from the D’Amore-McKim School of Business at Northeastern University and holds the Chartered Financial Analyst® (CFA®) designation.

Jenny serves as Co-Chair of the Social Advisory Group of the CFA® Society Chicago. She is also an Associate Board Member of Spark Inc., a youth mentorship program.

Jenny lives in Chicago. A travel enthusiast, she has studied or worked in Italy, Ireland, France, and the U.K., and enjoys trading ideas about great places to visit and dine.

 


*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.

*CFA® is a registered trademark of the 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.