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.
Jordan Mentry is a Vice President and Senior Trust Officer at Bank of America Private Bank in New York, New York. Jordan is responsible for providing comprehensive wealth management and tax planning advice to high-net worth individuals, families, and business owners. Jordan provides guidance on developing and implementing estate plans, including advice on wealth transfer strategies, tax planning strategies that align with the client’s long-term objectives, and providing fiduciary oversight of trust, retirement and investment management accounts.
Jordan has over 14 years of wealth management and tax experience working closely with high-net worth individuals, families and business executives. Prior to joining Bank of America Private Bank, Jordan worked as a Tax Manager at PKF O’Connor Davies, LLP, focusing on retirement plan tax compliance and ESOP plan design and implementation. Prior to that he worked in trust administration roles at Deutsche Bank Trust Company, NA and Wilmington Trust, NA. Jordan began his career at a boutique registered investment advisor in the Hudson Valley.
Jordan earned his Master of Science in Taxation (M.S.T.) from the Baruch College Zicklin School of Business in New York, New York and he received his bachelor’s degree in business administration from the State University of New York at Geneseo (SUNY). Jordan resides in Long Island City, NY with his wife and two small dogs.
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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.