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 Schwartz is a Senior Vice President and Senior Trust Officer with Bank of America Private Bank in Melville, New York. Jesse advises individuals and families with regard to various wealth transfer techniques. Jesse also provides fiduciary acumen and oversight of the implementation and administration of personal trusts and fiduciary investment management accounts.
Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2015, Jesse was a Trust Officer within the Trust Department of Citi Private Bank for 15 years where he was responsible for many high-net-worth fiduciary relationships including trusts, estates and investment management accounts. Jesse was also the National Head of Estate Services at Citi and worked with existing and prospective clients to assess their trust and estate planning needs.
Prior to working at Citi Private Bank, Jesse practiced law most recently with a boutique trust and estates firm in New York City. Jesse received his law degree from St. John’s University School of Law and a bachelor’s degree in business and economics from the State University of New York, College at Oneonta.
Jess does not provide legal advice in his role with the Private Bank.
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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.