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.
Jean-Pierre (JP) Green is a Senior Vice President and Private Client Manager with Bank of America Private Bank in Bellevue, Washington. During his more than two decades in the financial services industry, JP has developed deep relationships with clients and their families, helping them identify and address opportunities designed to help simplify their often-complex financial lives. Calling on his extensive knowledge of Bank of America’s global resources, JP is the primary point of contact for current clients, offering advice and guidance for a wide range of financial possibilities and strategies, including investments, banking, lending, wealth structuring and fiduciary trust services.
JP’s holistic role as a Private Client Manager brings together the elements of finance with a strong planning mindset. He often describes his work as helping clients “get things done,” and he reinforces that by creating an environment where real communication can occur. He takes the time to listen to clients, but he also has the facts and fortitude for knowing when to offer alternatives suggestions. JP is a problem-solver who strives to deliver the experience and insight of the wealth management needs of high-net-worth individuals and families. He firmly believes there is “always a solution, you just need to find it.”
Prior to deciding on a financial career, JP served for five years as an infantry officer in the U.S. Army, attaining the rank of Captain and earning a B.S. degree in management information systems from the United States Military Academy at West Point in 1993. JP started his financial services career with AXA advisors in 1998, prior to moving on to Citi Private Bank as a relationship officer and private banker. He followed with positions at JP Morgan and Key Private Bank, before joining Bank of America Private Bank (formerly U.S. Trust) in 2016. JP is a CERTIFIED FINANCIAL PLANNER™ professional.
In addition to his work as a Private Client Manager, JP has served his community, working as a board member and board treasurer of the Seattle Repertory Theater for nine years. JP loves the outdoors— hiking, camping and swimming—when time permits. He, his wife and two grade school daughters reside in Issaquah, Washington.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
Private Bank CIO Audiocast Series
Tune in at 2:00 PM EST on Monday and Friday for the latest insights.
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
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.