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Cfp Jason Capolarello
Cfp Jason Capolarello
Private Client Advisor II, Senior Vice President | U.S. Trust
New Jersey, United States
Cfp Jason Capolarello
Summary
Jason Capolarello is a seasoned Private Client Advisor II at Bank of America Private Bank, specializing in wealth management and financial planning. With a robust background in aircraft finance, alternative investments, and structured lending, he brings a unique blend of expertise to his clients. His career spans over 15 years in the financial services industry, showcasing a commitment to strategic financial planning and investment management. Jason's experience includes roles at prominent firms such as Vanguard and Lenox Advisors, where he honed his skills in asset allocation and portfolio management. He holds a Bachelor of Science in Business Administration with a specialization in Finance from Pennsylvania State University. Known for his client-centric approach, Jason is dedicated to helping individuals and families achieve their financial goals. His interests lie in emerging investment strategies and the evolving landscape of wealth management. Residing in New Jersey, he is well-versed in the dynamics of the local financial market.
Cfp Jason Capolarello
Work Experience
Private Client Advisor II, Senior Vice President at
Bank of America Corporation
November 2021 - Present
Private Client Manager II, Senior Vice President at
Bank of America Corporation
July 2013 - October 2021
Asset Manager at
Lenox Advisors
November 2012 - July 2013
Wealth Strategist at
Bank of America Pvt Wealth Management
February 2008 - October 2012
Financial Advisor at
Bank of America Corporation
October 2006 - February 2008
Institutional Program Accountant at
Vanguard
December 2005 - October 2006
Private Client Manager II, Senior Vice President at
U.S. Trust
Present
High Net Worth Client Relationship Associate at
Vanguard
October 2004 - December 2005
Cfp Jason Capolarello
Education
Pennsylvania State University, Smeal College of Business State, Bachelor Of Science
January 2000 - January 2004
Unionville High School
January 1996 - January 2000
Frequently Asked Questions about Cfp Jason Capolarello
What is Cfp Jason Capolarello email address?
Cfp Jason Capolarello's primary email address is *****************@bofa.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Jason Capolarello work for?
Cfp Jason Capolarello is a Private Client Advisor II, Senior Vice President at U.S. Trust, a company specializing in Monetary Authorities-Central Bank.
Where Cfp Jason Capolarello graduated from?
Cfp Jason Capolarello holds a degree in Business Administration; Finance from Pennsylvania State University, Smeal College of Business State.
How can I directly contact Cfp Jason Capolarello?
To contact Cfp Jason Capolarello directly, you can use the email address *****************@bofa.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Jason Capolarello?
Jason Capolarello is a seasoned Private Client Advisor II at Bank of America Private Bank, specializing in wealth management and financial planning. With a robust background in aircraft finance, alternative investments, and structured lending, he brings a unique blend of expertise to his clients. His career spans over 15 years in the financial services industry, showcasing a commitment to strategic financial planning and investment management. Jason's experience includes roles at prominent firms such as Vanguard and Lenox Advisors, where he honed his skills in asset allocation and portfolio management. He holds a Bachelor of Science in Business Administration with a specialization in Finance from Pennsylvania State University. Known for his client-centric approach, Jason is dedicated to helping individuals and families achieve their financial goals. His interests lie in emerging investment strategies and the evolving landscape of wealth management. Residing in New Jersey, he is well-versed in the dynamics of the local financial market.
Cfp`s contact details
*****************@bofa.com
*****************@ustrust.com
******@psu.edu
Colleagues
Managing Director, Private Client Advisor
Managing Director
Vice President, Private Client Manager
Senior Vice President
Managing Director
Managing Director, Bank of America Private Bank