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.
Jonathan Ogé is a Portfolio Manager for Bank of America Private Bank in Dallas. In this role, is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services. Jonathan 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.
Jonathan has over thirty years of experience in the financial services industry, including managing investment portfolios for institutional-sized private clients. Prior to joining Bank of America in 1999, Jonathan worked in the Investment Advisory Services division of Arthur Andersen.
Jonathan received his B.B.A in finance from Texas Tech University and M.B.A from the University of Dallas. In addition, Jonathan is a CFA® charter holder and is also a CIMA® professional focusing on investment management consulting. He has volunteered for the CFA Institute in Charlottesville, Virginia and has also served on the university relations and scholarship committees for the Dallas-Fort Worth CFA Society.
*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
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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.