Marcia Jory

Retired Managing Director at Bank of America Private Bank (and previously US Trust).

Marcia was an active participant in the trust administration, estate planning and wealth management fields. Marcia was responsible for all aspects of administration (trusts, investment management, retirement, charitable and custodial accounts), as well as helping develop, idenitify and win new business opportunities.

Marcia brings over 30 years of experience in the industry and truly enjoyed all aspects of the profession – helping her clients and their families identify, strategize and reach their personal financial objectives.

Prior to US Trust/Bank of America, Marcia worked at Wells Fargo in their private banking area, First Interstate Bank as an area manager of their Trust Administration, as well as a practicing attorney for 8 years before heading into the financial industry.

Marcia holds an ABA National Graduate Trust School diploma where she studied trusts, estates, investments and personal finance, as well as her Juris Doctorate from the University of Oregon. Marcia went to undergraduate school at the University of Puget Sound where she completed her BA curriculum in Urban Studies and Economics.

On the philanthropic side, Marcia was on the CTFA Advisory Board for almost 21 years, the Board of Trustees at the Library Foundation for almost 8 years, as well as the ABA Trust School Advisory Board where she served for over 7 years.

Marcia and her husband live in the NE area of Portland, Oregon and spend much of their time with their family, friends and traveling the globe.