Jason Seifert

Senior Vice President, Private Client Advisor

Professional Profile

Jason Seifert is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Northeast Ohio. Jason provides in-depth strategy and advice to clients with complex wealth management needs and distinctive priorities. He has particular depth catering to wealth creators and their family members, helping multiple generations clarify the intersection of their personal and professional finances. His first-hand knowledge and broad-based background allow him to anticipate key decision points in clients’ financial lives, so they can capitalize on opportunities and circumvent challenges more effectively.

Jason leads a team of locally based specialists, each with extensive experience in a particular area. Together, they look to identify possible efficiencies across a client’s balance sheet. Their suite of capabilities includes customized investment management, fiduciary services, banking and lending, trust and estate planning, liquidity-event planning, and philanthropy. A veteran advisor and team leader, Jason cultivates a highly responsive service ethic that appreciates the value of client time. 

Jason has more than two decades of direct experience. Prior to joining Bank of America Private Bank, he served as a Senior Vice President and Wealth Advisor with Key Private Bank in Cleveland. His background also includes tenures with UBS Financial Service and National City Bank, where he provided wealth strategy and investment advice to high-net-worth clients. Jason began his career practicing law at McCarthy, Lebit, Crystal & Liffman, with a focus on tax and estate planning. During this time, he passed the Certified Public Accountant exam. He earned his Bachelor’s Degree in Business Administration from the Ohio State University and his Law Degree and a Master’s Degree in Taxation from the University of Akron. 

Jason has four children and lives in North Royalton, Ohio. A running enthusiast, he has completed several marathons. 

In his role at Bank of America Private Bank, Jason does not provide tax or legal advice.

 

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

Theresa Hannah

Senior Trust Officer

513.929.3442

Key Contacts

Hayley Meno

Private Banking Associate I

513.929.5103

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

For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, 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 Bank of America Private Bank, 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.