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.
Jesse Neumyer is a Managing Director and Private Client Advisor with Bank of America Private Bank in New York, New York. Jesse leads a team of in-house specialists in designing and implementing tailored wealth strategies for high-net-worth individuals, their companies, their families, and family offices. He caters to an accomplished clientele throughout the United States, including entrepreneurs, technology and media executives, traders, multi-generational families, and other wealth creators. As the lead relationship manager, Jesse looks to simplify and streamline the complexities that significant wealth can entail, orchestrating cohesive initiatives that reflect each client’s priorities and goals. He has particular depth in the monetization and diversification of concentrated wealth and in structuring complex structured credit solutions.
Jesse oversees a multi-disciplinary approach, channeling the Private Bank’s extensive capabilities in investment management, wealth strategy, trust and estate planning, banking, lending, and philanthropy. He prides himself on listening to clients, distilling key issues, maintaining consistent dialogue, and pursuing client objectives through dedicated and focused service.
Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2015, Jesse was a Private Banker and Vice President at Citi Private Bank. Previously, he served as a Vice President at Greenwich Associates, a market intelligence and financial consulting firm. Jesse began his career in 2005 at J.P. Morgan in its mid-corporate banking division. He earned his M.B.A. from Pennsylvania State University, where he was the recipient of the Michael Ryan Phillips Award, a merit-based scholarship. Jesse also earned his B.A. in business management, with Distinction, from Penn State, where he was a strong safety on the football team.
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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
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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.