Jean Champagne

Senior Vice President, Private Client Advisor

Professional Profile

Jean M. Champagne is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Houston, Texas and New Orleans, Louisiana. Jean works with a diverse clientele that includes ultra-high-net-worth individuals and families, family businesses, private equity and venture capital firms, real estate investors and non-profit organizations. His extensive experience with closely held businesses in a broad array of industries enables him to look at  wealth management needs from the client’s perspective. 

Jean takes a careful and diligent approach, focusing on practical strategies to help clients address their long-term financial  goals. He leads a team of in-house specialists who work together to design and implement integrated strategies tailored to client objectives. These include strategies for investment management, liquidity event planning and philanthropy; trust and estate planning services; and banking and lending solutions. 

Jean joined the Private Bank (formerly U.S. Trust) in 2017 with nearly 40 years of business and management experience. He was a senior executive with a forensic consulting firm, a state-chartered bank, a regulated private utility company and a regional engineering firm. He also has experience in the restaurant and real estate development industries. 

Jean holds a B.S. degree in accounting from the University of New Orleans and a J.D. degree  from Loyola University New Orleans College of Law. He is a licensed Louisiana attorney and a certified public accountant, although he does not provide tax or legal advice in his role at the Private Bank. 

In the community, Jean’s service focuses on public policy and economic development, particularly with respect to land use, planning and zoning in Southeast Louisiana. He is chairman of the board of the Lake Pontchartrain Basin Foundation.   

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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.

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.