Danielle Ward
Danielle M. Ward is a Managing Director, Institutional Market Investment Executive and Head of Institutional Investments at Bank of America Private Bank. In this role, she leads the delivery of investment management solutions for institutional and charitable organizations across the United States. Danielle oversees a nationwide team providing goals-based discretionary investment management and is responsible for advancing the firm’s institutional investment platform. Her leadership includes coaching and developing portfolio managers, driving business growth in partnership with colleagues, and ensuring strong fiduciary and risk management oversight.
Danielle brings extensive experience from across the Bank of America platform. Most recently, she served as an Institutional Portfolio Manager, where she was responsible for developing and implementing investment strategies aligned with client objectives, including strategic and tactical asset allocation, manager selection, and portfolio construction. Prior to that, she served as an Institutional Client Executive, leading strategic relationship management for some of the firm’s largest and most complex nonprofit clients. She joined Bank of America in 2003.
Danielle earned her bachelor’s degree in economics from Connecticut College. She is a CFA® charterholder, a Chartered Alternative Investment AnalystSM professional, and earned the Chartered SRI Counselor™ designation, as well as the BoardSource Certificate in Nonprofit Board Consulting. She is a member of the CFA® Institute, CAIA® Association, CFA® Society Houston and BoardSource.
Committed to community engagement, Danielle is actively involved in volunteer initiatives and was honored with Bank of America’s Global Volunteer Award in 2025.
*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA® Institute. *CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment AnalystSM Association. *Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are 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 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.