Jonathan Kelly is a Senior Vice President and Portfolio Manager at Bank of America Private Bank in Dallas, Texas. In this role, he is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services, including financial planning and wealth strategy. This includes assisting clients with establishing their goals and objectives, and working towards developing an appropriate overall strategy. Through his periodic reviews with clients, Jonathan works with clients to monitor the appropriateness of the strategies he has implemented and evaluates their progress toward reaching the initial goals and strategies set forth.
In addition, he supports clients in navigating through changing market environments to provide traditional advice and guidance in the areas of asset allocation, tax-minimization, retirement, and multi-generational planning – from risk-based strategies to banking and lending needs. Investment choices include individual stocks and bonds, exchange traded funds, mutual funds, and alternative investments which include hedge funds, private equity and structured solutions. Jonathan works closely with clients’ external advisors, such as attorneys and accountants as well as the broader private bank team to access a wide range of resources, capabilities and specialists.
Prior to joining Bank of America Private Bank, Jonathan was a Senior Investment Portfolio Manager with Northern Trust. Previously, he was associated with several large Trust and Investment Companies. Jonathan earned a B.S. in International Economics from Texas Tech University and his MBA from the University of Dallas. He holds the Certified Trust and Fiduciary Advisor (CTFA) designation which is sponsored by the ABA Institute of Certified Bankers as well as the Accredited Wealth Management Advisor™, AWMA™ designation through The College for Financial Planning Institutes Corp.
Active in his community, Jonathan serves the SPCA of Texas and was previously on the Tax Incremental Financing Board for the City of Garland.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
*Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.