Jonathan Parris

Senior Vice President, Private Client Advisor

Professional Profile

Jonathan Parris is a Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management. He is responsible for identifying the needs, providing guidance and coordinating with the appropriate resources within U.S. Trust and its affiliates to support an overall wealth management strategy. Jonathan has more than twenty years of financial services experience beginning his career with JP Morgan Chase & Co. in New York City. Prior to joining Bank of America in December 2004, he spent many years working at JP Morgan Private Bank in various capacities with sophisticated client relationships. In addition, he holds the CERTIFIED FINANCIAL PLANNER™  certification and he also holds the Certified Investment Management Analyst® designation via the Investment Management Consultants Association administered by The Wharton School at the University of Pennsylvania. Jonathan received his Bachelors of Business Administration degree in Accounting from Pace University in New York City and his Master of Business Administration degree from Emory University’s Goizueta Business School.

Jonathan serves as an advisory board member of the Posse Foundation which identifies high school students with extraordinary academic and leadership potential who may be overlooked by traditional college selection processes. The Foundation provides these students the opportunity to pursue personal and academic excellence via a four year scholarship to a top college or university years and support in pursuit of advanced degrees.. In addition, Jonathan also serves as a member of a regional advisory board for the United Way of Greater Atlanta and an Advisory Board Member for the Michael C. Carlos Museum at Emory University.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.

Certified Investment Management AnalystSM and CIMA® are service and registered certification marks of Investment Management Consultants Association, Inc.

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

Billy (Bill) C Hamlet

Wealth Strategies Advisor

404.264.2872

Laura Pease

Senior Trust Officer

404.264.2885

Shih (May) M Tsao

Private Client Manager

404.264.2805

Michael Allen Pond

Senior Trust Officer

404.264.2886

James (Jim) T Farmer

Portfolio Manager

404.264.2864

Robert S Kalaman

Portfolio Manager

404.264.2874

Robert (Rob) C Wicking

Portfolio Manager

404.504.3185

Allan N Hamer

Private Client Manager

404.264.2818

Matthew W Goodson

Trust Officer

404.264.2883

Key Contacts

Blakely H Richardson

404.264.2812

Jennifer (Jenna) M Forrester

404.264.2835

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.