Jonathan Karle

Vice President, Portfolio Manager

Professional Profile

Jonathan Karle is a Vice President and Portfolio Manager at Bank of America Private Bank. In this role, he is responsible for creating and maintaining personalized investment strategies utilizing a broad range of investment solutions and wealth management services. He supports clients in navigating through changing market environments and provides traditional guidance in the areas of asset allocation and portfolio  construction. This includes assisting clients with establishing goals and objectives, working towards developing  an appropriate overall strategy, formulating and implementing potential investment solutions, and conducting periodic reviews to monitor progress.

Jonathan holds both the Chartered Financial Analyst® (CFA®) and Chartered Alternative Investment Analyst® (CAIA®) designations. He is a member of the CFA Society New York as well as the CAIA New York chapter.

Jonathan obtained a B.A. degree from Messiah College.

*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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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.