Jeffrey (Jeff) Chatlos

Vice President, Private Client Advisor

Professional Profile

Jeff is a Vice President and Private Client Advisor at Bank of America Private Bank in Boston, Massachusetts.

Jeff joined the Bank of America Private Bank (formerly U.S. Trust) in 2017, and has served ultra-high-net-worth women and men including biotech and other executives, active and retired entrepreneurs (many who have sold their businesses and begun their next venture), real estate investors and developers, artists and collectors, wealthy families and multi-family offices, since 2000.

Shaped by his prior experiences as an entrepreneur, attorney* and director of estate planning at Fidelity Investments, Jeff brings clients a distinct blend of knowledge and perspective. For Jeff, taking a multi-generational view of a client’s financial picture is second nature. He leads a team of specialists that is devoted to helping clients pursue philanthropic endeavors, as well as preserve and pass along wealth and values to their children and grandchildren. He also shows “the next generation” what it means to be a beneficiary and accept the mantle of managing family wealth.

On behalf of all clients, Jeff and his team provide traditional, specialty asset, alternative*, and capital market investment strategies, distribution strategies, lifetime cash flow and business transition planning, as well as access to residential, commercial, aviation, marine and art lending. The team also helps clients with wealth concentrated in specific areas (such as real estate) diversify assets, manage liquidity and find liquidity opportunities not yet recognized.

Jeff holds a Bachelor’s degree in economics from Northeastern University, a J.D. from Suffolk University Law School, and an L.L.M. in banking and financial law from Boston University School of Law.

Generous with his time, Jeff is a member of the Lower Mills Merchants Association (serving Dorchester and Milton) and a member of the Board of Trustees of The Forbes House Museum. He is also active in St. Michael’s Episcopal Church in Milton.


* Jeff does not provide legal advice in his role at Bank of America Private Bank.

** Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

 

EDUCATION

  • Boston University School of Law
  • Northeastern University
  • Suffolk University Law School

LANGUAGES

  • English

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

Melissa G Spangler

Private Client Manager

617.346.1220

Key Contacts

Jovan Sempa

Private Bank Associate

617.434.1234

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.