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Cfp Jason Capolarello

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Cfp Jason Capolarello

Private Client Advisor II, Senior Vice President | U.S. Trust

New Jersey, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Cfp Jason Capolarello

Work Experience

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Private Client Advisor II, Senior Vice President at

Bank of America Corporation

November 2021 - Present

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Private Client Manager II, Senior Vice President at

Bank of America Corporation

July 2013 - October 2021

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Asset Manager at

Lenox Advisors

November 2012 - July 2013

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Wealth Strategist at

Bank of America Pvt Wealth Management

February 2008 - October 2012

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Financial Advisor at

Bank of America Corporation

October 2006 - February 2008

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Institutional Program Accountant at

Vanguard

December 2005 - October 2006

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Private Client Manager II, Senior Vice President at

U.S. Trust

Present

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High Net Worth Client Relationship Associate at

Vanguard

October 2004 - December 2005

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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

mail

*****************@bofa.com

*****************@ustrust.com

******@psu.edu

Colleagues

Cpwa Rob Brewer

Managing Director, Private Client Advisor

Anu Vohra

Managing Director

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Cfp Asefa Subedar Dani

Vice President, Private Client Manager

Dan Sotera

Senior Vice President

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Katharine Leithead

Managing Director

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Maryann Knight Ekberg

Managing Director, Bank of America Private Bank

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