JOANN ANDERSON
MANAGING DIRECTOR/ MARKET EXECUTIVE, PRIVATE BANK
BANK OF AMERICA
WHY: Key executive who helps BofA oversee $50B+ AUM in Orange County. Has spent 30+ years with the private bank.
IN THE NEWS: Says her clients aren’t as concerned with beating the benchmark S&P 500 as they are with safety of assets from fraud. They also are still interested in borrowing, even though they are wealthy, so they don’t have to use the liquidity in their assets.
NOTABLE: Leads team of 70+ who advise high net worth clients; responsible for market growth, hiring, retention and development of Private Bank sales, investment and trust teams in the market.
QUOTABLE: “Despite potential for short-term volatility, we see a resilient macro environment and other positive trends taking hold in the second half of 2025
