Jason Ma

Vice President, Private Client Advisor

Professional Profile

Jason Ma is a Vice President and Private Client Advisor with Bank of America Private Bank. He leads a team of experienced specialists to assist high net worth clients with access to the Private Bank's broad wealth management capabilities, including wealth structuring, investment management, credit and banking, specialty asset management, and philanthropy. 

He helps clients manage their financial and legacy complexities by collaborating with an array of professionals who use their areas of knowledge to deepen their understanding of client needs and to help clients pursue their goals and aspirations.

Jason has eight years in the financial industry specifically focused on financial advisory, private banking and leading teams, delivering wealth management and retirement resources. Jason has extensive prior experience, having held leadership roles in the telecommunication industry working on optimizing strategic initiatives and developing a specialized workforce. He graduated from Eastern Connecticut State University with a Bachelor of Science in Communication, earned a Master of Business Administration degree in Marketing from University of Phoenix and holds the Chartered Retirement Planning Counselor designation and Accredited Wealth Management Advisor designation.  

He is active within the Lake Norman Community, where he lives with his wife and 3 children. He enjoys volunteering for letmerun.org and raising awareness for Leukemia Lymphoma Society and SmileTrain. 

*Chartered Retirement Planning Counselor and CRPC® are registered service marks of the College for Financial Planning.

*Accredited Wealth Management Advisor and AWMA® are registered service marks of the College for Financial Planning.


  • English


  • Eastern Connecticut State University
  • University of Phoenix

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Leslie McIver

Private Client Manager


Daniel A Polowy

Portfolio Manager


Stephanie (Steph) L Wells

Senior Trust Officer


Tara L. Butler

Wealth Strategies Advisor


Patrick C Carter

Trust Officer


Rhondale Haywood

Portfolio Manager


True Davis (True) Tang

Senior Trust Officer


James P Holland

Portfolio Manager


Key Contacts

Michael Santisteban

Private Banking Associate I


Let's Have A Conversation

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.