Jonathan Stoltenberg

Vice President, Portfolio Manager

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Professional Profile

Jon Stoltenberg is a Vice President and Portfolio Manager at Bank of America Private Bank in Boston, Massachusetts.  He is responsible for creating and maintaining personalized investment strategies by utilizing a broad range of services including financial planning and wealth management. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching the initial goals set forth.  In addition, he supports clients in navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax-minimization, retirement, and multi-generational approaches, from risk-based strategies to banking and lending.

Jon began his career at Bank of America Private Bank in the trust division, where he worked with high-net-worth clients and their families in a trust administration capacity for several years.  Following his time working in trust administration, Jon joined the Private Bank investment division in Boston.

Jon received his B.A. in economics from Boston College.

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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.

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.