Jennifer Balestrery is a Managing Director and Private Client Advisor at Bank of America Private Bank in Chicago, Illinois. She advises ultra-high-net-worth families, family offices, and non-profit organizations on asset allocation, borrowing strategies, estate planning, and philanthropic endeavors. Jennifer draws on more than 30 years of experience in wealth management and investment banking to help clients define and achieve the goals they want to accomplish with their wealth. Known for her compassion, organizational skills, and high degree of integrity, Jennifer provides tailored financial advice to meet the complex needs of her clients.Prior to her role at Bank of America, Jennifer served as Managing Director at J.P. Morgan Private Bank in Chicago, where she led a team of wealth management specialists. Part of her time there was leading and growing the North Shore office which contributed revenue of over $50 million annually. She previously held director-level positions at Barclays Capital in Chicago and New York, specializing in fixed income and foreign exchange sales.Jennifer holds an MBA in Finance and Marketing from the Kellogg School of Management at Northwestern University and a BA in Economics and Spanish from Wellesley College. She is a founding member of the Chicago Chapter of 100 Women in Hedge Funds (now 100 Women in Finance) and has served on multiple boards, including Women Investment Professionals and the Lynn Sage Foundation.Jennifer lives in Glencoe with her husband and rescue dog. She has two adult children and enjoys downhill skiing, paddle tennis, golf, and anything outdoors.
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 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 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.