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
Jon Gennaro is a Senior Vice President and Portfolio Manager with Bank of America Private Bank in Minneapolis, Minnesota. Jon works closely with clients to understand their investment needs and objectives, and then develops customized portfolios to pursue those goals. He grounds his work in the unique circumstances of each relationship, encompassing a client’s investment preferences, cash-flow needs, risk tolerance, tax situation, and legacy intentions.* A veteran portfolio manager, Jon brings a seasoned perspective to the capital markets, incorporating the knowledge and insight he has gained from guiding ultra-high-net-worth families through diverse market cycles and economic environments.
Jon is adept in advising business owners, executives, multi-generational families, and institutions about a range of investment strategies and vehicles. Forward thinking, he is skilled in providing clients with the information they need to make informed decisions about their investments within the context of their overall wealth strategy. He also stays apprised of a client’s changing priorities, refining his approach based upon dynamic market conditions. As a Fiduciary, Jon seeks to advance the long-term well-being of each client, upholding the highest standards of ethics.
Prior to joining Bank of America Private Bank, Jon served as a Vice President and Senior Portfolio Manager with U.S. Bank, where he worked for 25 years. He began his financial services career in 1991 with RBC Dain Rauscher. He earned his M.B.A. from the Opus School of Business at University of Saint Thomas and his B.A. in financial management, also from Saint Thomas. Jon is a CFA® charterholder.
Jon is a member of the CFA Society of Minnesota and the CFA Institute.
Jon lives in Shoreview with his wife Diane and their two children.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
In his role at Bank of America Private Bank, Jon does not provide tax advice.
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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.
