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.
Jason J. Leinberger is a Senior Vice President and Senior Portfolio Manager at Bank of America Private Bank in Greenwich, Connecticut. In this role, he is responsible for creating and maintaining personalized strategies utilizing a broad range of wealth management services including financial planning and wealth strategy. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions, and meeting with clients to review their goals as their needs change. In addition, he supports clients in navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax-minimization strategies, retirement, and multi-generational strategies from risk-based strategies to banking and lending needs.
Prior to joining Bank of America Private Bank, Jason was a Senior Vice President and Senior Portfolio Manager with The Private Bank at Wells Fargo, where he focused on designing and implementing discretionary portfolio management solutions. There, he also served on the national Investment Advisory Committee, which focused on improving the delivery of the client investment experience. Prior to his time at Wells Fargo, Jason was at BNY Mellon where he served as a Portfolio Manager within their Private Client Group, and as an Equity Analyst for their Small Cap Equity Growth team within the Institutional Group.
Jason earned his B.S. in public policy and environmental science from Indiana University, and his MBA in finance from the McDonough School of Business at Georgetown University.
Jason does not provide tax or legal advice in his role at Bank of America.
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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.