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Jonathan (Jon) Wesson Email & Phone Number
Vice President, Portfolio Manager
at
Bank of America Private Bank
1 work email found
@bankofamerica.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President, Portfolio Manager
Location
Stonington, Connecticut, United States
Company size
Who is Jonathan (Jon) Wesson? Overview
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Quick answer
Jonathan (Jon) Wesson is listed as Vice President, Portfolio Manager at Bank of America Private Bank, a with 3575 employees, based in Stonington, Connecticut, United States. AeroLeads shows a work email signal at bankofamerica.com and a matched LinkedIn profile for Jonathan (Jon) Wesson.
Jonathan (Jon) Wesson previously worked as Vice President, Institutional Portfolio Strategist at Us Trust and Portfolio Manager at U.S. Trust. Jonathan (Jon) Wesson holds Ba, Economics from Hampden-Sydney College.
Company email context
Email format at Bank of America Private Bank
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jwesson@bankofamerica.com
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AeroLeads found 1 current-domain work email signal for Jonathan (Jon) Wesson. Compare company email patterns before reaching out.
Profile bio
About Jonathan (Jon) Wesson
Jonathan (Jon) Wesson is a Vice President, Portfolio Manager at Bank of America Private Bank. He possess expertise in portfolio management, investments, wealth management, mutual funds, investment management and 6 more skills.
Listed skills include Portfolio Management, Investments, Wealth Management, Mutual Funds, and 7 others.
Current workplace
Jonathan (Jon) Wesson's current company
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Bank Of America Private Bank
7 roles
Jonathan (Jon) Wesson work experience
A career timeline built from the work history available for this profile.
Vice President, Portfolio Manager
Vice President, Portfolio Manager
Vice President, Institutional Portfolio Strategist
Managed investment portfolios for Philanthropic Management and Retirement Services clients. Types of portfolios included investment management, charitable trusts, private foundations, defined benefit plans, and profit-sharing plans. Partnered with Relationship Managers to meet client needs and expectations and deepen relationships. Worked with sales teams to respond to RFPs and present investment capabilities and processes to prospective clients. Member of investment team managing the investment strategies for the Bank of America Charitable Gift Fund.
Mar 2009 - Mar 2018
Portfolio Manager
Managed investment portfolios for Private Bank and Philanthropic Services clients within US Trust, Bank of America Private Wealth Management and legacy organizations. Joined Fleet Private Clients Group in June 2000.
Jun 2000 - Mar 2009
Investment Officer
Managed personal trust, investment management, and personal retirement portfolios.
Dec 1996 - Jun 2000
Financial Sales Representative
Sold retail bank and investment services products in financial centers.
May 1995 - Dec 1996
2 education records
Jonathan (Jon) Wesson education
Ba, Economics
Education record
FAQ
Frequently asked questions about Jonathan (Jon) Wesson
Quick answers generated from the profile data available on this page.
What company does Jonathan (Jon) Wesson work for?
Jonathan (Jon) Wesson works for Bank of America Private Bank.
What is Jonathan (Jon) Wesson's role at Bank of America Private Bank?
Jonathan (Jon) Wesson is listed as Vice President, Portfolio Manager at Bank of America Private Bank.
What is Jonathan (Jon) Wesson's email address?
AeroLeads has found 1 work email signal at @bankofamerica.com for Jonathan (Jon) Wesson at Bank of America Private Bank.
Where is Jonathan (Jon) Wesson based?
Jonathan (Jon) Wesson is based in Stonington, Connecticut, United States while working with Bank of America Private Bank.
What companies has Jonathan (Jon) Wesson worked for?
Jonathan (Jon) Wesson has worked for Bank Of America Private Bank, Us Trust, U.S. Trust, and First Union National Bank.
How can I contact Jonathan (Jon) Wesson?
You can use AeroLeads to view verified contact signals for Jonathan (Jon) Wesson at Bank of America Private Bank, including work email, phone, and LinkedIn data when available.
What schools did Jonathan (Jon) Wesson attend?
Jonathan (Jon) Wesson holds Ba, Economics from Hampden-Sydney College.
What skills is Jonathan (Jon) Wesson known for?
Jonathan (Jon) Wesson is listed with skills including Portfolio Management, Investments, Wealth Management, Mutual Funds, Investment Management, Retirement, Philanthropy, and Alternative Investments.
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