Jamie Rantanen

Senior Vice President, Private Client Advisor

Institutional Client Advisor

Professional Profile

Jamie Rantanen is a Senior Vice President and Institutional Client Advisor with U.S. Trust, Bank of America Private Wealth Management, in Philadelphia. Jamie works closely with regional and national private, non-profit, and institutional clients to distill their financial needs and objectives, pursuing those priorities with efficiency across the U.S. Trust and Bank of America platforms.  

Specifically experienced and deeply knowledgeable about Impact Investing, Jamie believes strongly in helping clients understand the “impact” of their investments relative to their values and concerns. He is also adept in incorporating Environmental, Social, and Governance (ESG) thematic investing within customized programs that identify risk and return opportunities across asset classes, as well as social and environmental impacts and outcomes. 

Jamie has extensive experience consulting to entrepreneurs, high net worth clients and family offices, endowments and foundations, non-profit organizations, and large institutions. Prior to joining U.S. Trust, he was Head of ESG and Sustainable Investments at Deutsche Bank Asset Management, Americas. In this capacity, he led the development and implementation of the firm’s ESG and strategic Sustainable Investing initiatives in the United States and served as its primary representative to clients, the marketplace, and media. For the prior 17 years, he led private wealth management teams at Deutsche Bank and UBS, both in Philadelphia. He began his wealth management career at in 1998 at Smith Barney after three years in its Institutional Equity division.  

Jamie holds a B.A. in Political Science from Kenyon College, where he was a member of the lacrosse team, and is a graduate of the Haverford School. He lives in Haverford, Pennsylvania, with his wife Jackie and two sons, and is a former board member of the Wellness Community of Philadelphia and the Anglers Club of Philadelphia.

*Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Advisor Image

Katherine Powers Cuomo

Private Client Manager

267.675.0128

DENNIS SPRINGER

Wealth Strategies Advisor

267.675.0135

Gregory C Rau

Portfolio Manager

610.567.4715

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

You don’t define your wealth by numbers alone, but also by the opportunities it provides. For more than 200 years, U.S. Trust has helped clients navigate the complex challenges of managing significant wealth. We draw on U.S. Trust’s personalized approach and private banking services, as well as the resources of Bank of America Corporation, 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 for future growth, our commitment is to make your goals our priority.

At U.S. Trust, we take pride in our history and in serving our clients’ best interests. 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 is on providing today’s clients with disciplined financial strategies and a bridge across generations.