Jennifer J Winstel

Senior Vice President, Private Client Advisor

Professional Profile

Jennifer Winstel has a 28 year career in the financial services industry. She was Managing Director, and Head of US Equity Institutional Sales at RBC Capital Markets in NYC where she served on numerous operating committees steering the organization to success as a top tier investment bank. She was the executive sponsor for R-women at RBC, advancing career growth of women in capital markets. Jennifer is now a Senior Vice President, with U.S. Trust, serving high net worth families with the management of their wealth.  

Jennifer is a graduate of Bowling Green State University with a B.S. in Business Administration and was recognized from the College of Business, with the accomplished alumni award in 2013. She served on the Foundation Board for the University and the Investment Committee. She also participated in the Securities Industry Institute executive program at Wharton. Jennifer was also recognized as a distinguished Business Leader through the Financial Women’s Association of New York City for her support of women business leaders in 2011.  

She currently serves as Chairperson for 2020 Women on Boards for North Carolina the past 4 years, and is committed to corporate board diversity. As part of her work with the organization, Jennifer has a resolution pending in the state house promoting gender diversity on corporate boards in the state of North Carolina. She currently Co-Chairs the Circle of Red Campaign for the American Heart Association, and serves on the executive steering committee for Charlotte Women’s Leadership Forum. She recently served on the board of directors for Autism Charlotte, and is a member of Women’s Impact Fund. Jennifer was named one of Charlotte’s Women in Business Achievement winners in 2018.

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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.