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.
Joline Ortiz is a Senior Vice President and a Portfolio Manager at Bank of America Private Bank in Portland, Oregon. In this role, she is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services. Joline works with individuals and families, helping them manage their personal assets in keeping with their distinctive goals, risk tolerance, and personal circumstances. This includes assisting clients with establishing goals, working towards developing an appropriate overall investment strategy, formulating potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching their objectives.
Prior to joining Bank of America Private Bank in 2022, Joline served as Senior Portfolio Strategist at Key Private Bank, helping give her experience and insight into the wealth management needs of high-net-worth individuals and families. Previously, she was a Senior Investment Officer at Riverview Trust Company.
Joline earned a bachelor of science degree in business administration with an emphasis in finance from the University of Southern California. Joline Ortiz is a CFA® charterholder. She serves on the investment committee of the Community Foundation of Southwest Washington.
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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.