Jennifer (Jen) Galvagna is a Managing Director and Head of Trust, Estates & Tax for Bank of America Private Bank. In this role, Jen serves both Private Bank and Merrill lines of business and helps deliver an integrated approach to estate planning for our clients. Partnering with leaders across Wealth Management, Jen and a team of fiduciary professionals support the growth and innovation of our trust platform, oversee estate and trust settlement functions, manage fiduciary and personal tax services, and create complex estate planning strategies for clients.
Jen joined Bank of America Private Bank in 2002, as a member of the Wealth Strategies division, specializing in estate and financial planning. She also served as the Upper New England Market Trust Executive. Prior to joining the Private Bank, Jen was employed as Trust Counsel with State Street Bank and Trust Company. She also worked in private practice at the Boston law firms of Mintz Levin Cohen Ferris Glovsky & Popeo P.C. and Burns & Levinson LLP.
An expert in the field of trust and estate planning, Jen was a member of the adjunct faculty for nine years at Boston University and twelve years at Northeastern University. An active member of the American Bankers Association (ABA), Jen teaches semi-annual courses at the ABA’s Trust and Wealth Management School, sits on the board of the ABA’s Wealth Management and Trust Conference Advisory Board and is a member of the ABA’s Wealth Management & Trust Executive Council. Jen is also a regular guest speaker at the Boston Bar Association and Massachusetts Continuing Legal Education (MCLE). In 2023, Jen was invited to join the Board of the U.S. Trust Company of Delaware.
Jen holds a B.A. from the University of Massachusetts at Amherst and a J.D. from Suffolk University School of Law. She is a member of the Boston Estate Planning Council and the Trusts and Estates section of the Boston Bar Association. Frequently called upon by the media to comment on trust and estate issues, Jen has recently been quoted in Barron’s, The Wall Street Journal, FinancialPlanning, BusinessInsider, Rethinking65 and ThinkAdvisor.