Jeanna Hastie is a Senior Vice President and a Portfolio Manager at Bank of America Private Bank. In this role, she is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services. Jeanna works with individuals and families, helping them manage their personal assets in keeping with their distinctive goals, risk tolerance, and personal circumstances. This includes assisting clients with establishing goals, working towards developing an appropriate overall investment strategy, formulating potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching their objectives.

Prior to joining Bank of America Private Bank, she served as Senior Investment Advisor at PNC Private Bank helping give her experience and insight into the wealth management needs of high-net-worth individuals and families. Previously, she was a Senior Portfolio Analyst with Mercantile-Safe Deposit and Trust Company.

Jeanna Hastie obtained both a Master of Business Administration with a concentration in finance & investing and a Bachelor of Business Administration in trust and investment management/pre-law with a minor in financial planning from the Lundy-Fetterman School of Business at Campbell University, as well as a Trust Certificate, also from Campbell University. She also holds the Certified Trust and Fiduciary Advisor (CTFA) designation which is sponsored by the American Bankers Association. She serves both on the Finance Committee and in leadership on the Membership Development Committee for the Junior League of Raleigh.