John M Osborn

Senior Vice President, Senior Trust Officer

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Professional Profile

John Osborn is a Senior Vice President and Senior Trust Officer at Bank of America Private Bank, in San Francisco, California.  He has more than 25 years of experience in complex estate and tax planning for high-net-worth individuals and families.  His work has included estate and trust law and administration, and settlement and guidance to heirs, small business entities, and nonprofit organizations. 

Prior to joining Bank of America Private Bank in 2023, John was Senior Vice President and Director of Trust Services with Mechanics Bank (San Francisco), a personal trust officer with U.S. Bank (San Francisco), and a tax and estate planning specialist with Pillsbury Winthrop Shaw Pittman (Palo Alto), Cooley LLP (San Francisco), Hanson Bridgett LLP (San Francisco) and Arnold & Porter (Washington, D.C.).

A Certified Trust and Fiduciary Advisor (CTFA) through the American Bankers Association, John also earned a paralegal certification from George Washington University in Washington, D.C.  He studied Business Administration at Anne Arundel Community College in Arnold, Maryland, and Ohio State University in Columbus, Ohio. 

John has served in various Board and volunteer capacities with the San Francisco Estate Planning Council, American Cancer Society, Horizons Foundation, San Francisco State University Paralegal Program, San Francisco Paralegal Association, and the San Francisco Community Court.  He has garnered multiple professional awards, including Mechanics Bank Champions Club, U.S. Bank Silver Shield Award and was named San Francisco Paralegal of the year in 2003. 

John is currently a member of the San Francisco Estate Planning Council and the Northern California Planned Giving Council.    


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

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.