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.
Jeffrey K. Tupper is a Senior Vice President and Private Client Manager at Bank of America Private Bank. Jeff joined the Melville, Long Island Office in October 2018, after working in the New York City Office for 12 years.
Jeff has 38 years of private banking and corporate middle market experience with two major institutions, Bank of America (acquired United States Trust Company in 2007) and JP Morgan Chase & Co. (formerly Chase Manhattan Bank and Chemical Bank). Jeff has experience in managing complicated private banking relationships and providing clients with the full range of the Private Bank’s wealth management capabilities; credit, investment management, trust & estate advisory, and financial planning.
Jeff joined Bank of America Private Bank (formerly U.S. Trust) in 1998. Prior to becoming a Private Client Manager in 2008, Jeff was a Vice President and Senior Structured Credit Specialist in the Structured Credit Group for two years. Before that position, Jeff was a Vice President and Senior Private Banking Officer in the Garden City, Long Island Office for eight years.
Prior to joining the Private Bank, Jeff worked for JP Morgan Chase & Co. (Chase Manhattan Bank and Chemical Bank) for 17 years where he held various line and credit positions in its Private Banking and Middle Market Banking Groups. Jeff began his career in Chemical Bank’s credit training program, and in 1991 was named Vice President/Team Leader of the Suffolk Middle Market Banking Group based in Melville, Long Island. In 1995, he joined the Global Entrepreneurs Group of Chemical Bank’s Private Bank in New York City.
Jeff is a graduate of Duke University where he received a B.A. in management science, magna cum laude.
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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.