Jon F Shibata

Senior Vice President, Private Client Advisor

Professional Profile

Jon Shibata is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Los Angeles, California. Jon advises high-net-worth individuals, their families, and institutions across multiple disciplines, including investment management, wealth planning, philanthropy, and lending.

 

Recognizing that every family has unique interests and priorities, Jon has the knowledge and understanding to deliver tailored strategies to help support them for current and future generations. He integrates all available resources to help business owners with services ranging from complex liquidity events to leveraging the extensive resources of the bank. Jon provides a broad suite of philanthropic services to help clients align their values with their overall investment plan. He guides families and institutions in their efforts to create long-lasting legacies while helping to meet their goals from a financial and socially responsible perspective.

 

Jon began his career in the financial services industry in 2005, providing guidance to high-growth businesses. He joined Bank of America in 2011 and Bank of America Private Bank (formerly U.S. Trust) in 2013. Currently, he holds multiple leadership roles helping to lead integration efforts across the bank and serving as a mentor for members of the Southern California Asian and Black/African American bank employee networks.

 

Jon earned a Bachelor’s degree from the University of Iowa Tippie College of Business and an M.B.A. with high honors from The Graziadio School of Business at Pepperdine University. While at Pepperdine, he gained investment banking experience and contributed to The Graziadio Business Review publication.

As an Eagle Scout recipient, Jon also enjoys making an impact with organizations that focus on community development and other environmental and socially responsible causes. He and his wife, Katie, love traveling, especially with their rescue dog, Alika.




*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.

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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.