Claudia Jenkins is a Senior Vice President and Private Client Manager with Bank of America’s Private Wealth Management. She works closely with high-net-worth individuals and multigenerational families to help optimize and preserve their wealth and with setting short and long-term investment strategies.
Claudia began her career with Bank of America more than 30 years ago and has extensive experience in Wealth Management as well as Retail, Commercial and Investment Banking. As the primary point of contact for clients, Claudia draws upon a team of specialists to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity event strategies, customized credit and banking, and philanthropy. By identifying a client’s primary goals and needs, Claudia and her team coordinate local resources and the national capabilities of Bank of America Enterprise to help clients reach their financial goals.
Claudia also works closely with business owners and entrepreneurs, assisting them with mapping out comprehensive exit planning and business succession strategies that align with their overall wealth planning goals.
Originally from Romania, Claudia grew up in Orange County and graduated from the University of Southern California with a bachelor’s degree in business administration. She lives in Irvine with her husband, son and daughter. Active in the community, she currently volunteers with and supports nonprofit organizations focused on cancer research and ending hunger in Orange County and in Eastern Europe.
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 familieis, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies or plan future growth, our commitment is to making your goals our priotity. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. 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 in on providing today's clients with disciplined financial strategies and a bridge across generations.