Jill is a Senior Vice President and Private Client Manager at Bank of America Private Bank with over 17 years of fiduciary and wealth management experience. As a Private Client Manager, Jill has extensive experience working with ultra high net worth families and foundations to advise on investments, structure complex credit solutions as well as consult on philanthropic and estate planning strategies.
Jill transitioned to the Michigan market in 2016 after working for Bank of America Private Bank (formerly U.S. Trust) in New York, NY since 2007. Prior to joining Bank of America Private Bank, Jill was a trust officer for Citigroup Trust where she focused on complex fiduciary matters for high net worth families, including inter-generational transfer of wealth and estate planning. Jill started her career as an associate attorney with Kraus & Kraus, LLP where she focused her practice on real estate.
Jill received her B.A. in Business Administration/Finance from Hillsdale College and went on to receive her J.D. from Thomas M. Cooley Law School. She is a member of the New York Bar Association.
*In her current role she does not practice law or give legal advice.
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.