Danielle M. Ward is a Managing Director and Senior Institutional Portfolio Manager within the Institutional Investments group at Bank of America Private Bank. In this role, she is responsible for the development and execution of clients’ investment objectives, which includes strategic asset allocation, tactical asset allocation, manager selection and portfolio construction. She focuses on both the short- and long-term needs of endowments, foundations, charitable trusts and pensions, drawing on the broader resources of the Chief Investment Office and Bank of America.
Her experience at Bank of America includes a tenure as Institutional Client Executive where she was responsible for strategic relationship management for the firm’s largest and most complex institutional non-profit clients and as Institutional Market Investment Director where her responsibilities encompassed direct client management and managing a team of institutional portfolio managers. Danielle joined Bank of America in 2003.
Danielle regularly presents educational and training material to non-profit investment committees and boards, including issues on sustainable and mission-aligned investing, investment governance, investment policy statements, spending policy development and risk management.
Danielle regularly presents educational and training material to non-profit investment committees and boards, including issues on sustainable and mission-aligned investing, investment governance, investment policy statements, spending policy development and risk management.
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. Danielle volunteers with several non-profit organizations and has held and continues to hold board and committee positions.
*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.
*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 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.