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.
Jeff Saeger is a Managing Director and Portfolio Manager at Bank of America Private Bank in New York, New York. Prior to joining the firm in 2018, Jeff was a Portfolio Manager at Deutsche Bank where he managed a large book of high net worth individuals, endowments and foundations. Before managing multi-asset class portfolios at Deutsche Bank, Jeff was a co-portfolio manager of several equity funds, including Victory Capital Management’s Victory Global Equity Fund from 2010 to 2014, DWS Midcap Fund from 2008 to 2009, and their DWS Global Commodity Stock Fund from 2004 to 2008. Prior to that, he was a portfolio manager at Bankers Trust after starting his career as a Treasury Analyst at Prudential Securities in 1995.
Jeff earned his B.A. in economics and B.S. in finance from State University of New York College at Fredonia, and is a CFA® charterholder.
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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.