Matthew Boisseree

Senior Vice President, Private Client Advisor

Professional Profile

Matthew Boisseree is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in San Diego, CA. Matt joined the firm in 2017.  He works with clients to help identify their primary goals and needs, coordinating both local resources and national capabilities to help pursue clients’ goals.  Matt and his team provide guidance on investment management, wealth transfer and credit needs, as well as trust and estate planning services.  He can also offer clients access to banking, credit and lending opportunities from Bank of America, N.A.

Matt has worked in the financial services industry since 2005.  Prior to joining Bank of America Private Bank, he served as a Vice President and Business Banking Officer at Bank of the West, helping give him experience and insight into the wealth management needs of high net worth individuals and families.   Previously, he was a Vice President and Business Development Officer with Wells Fargo Bank.

 

Matt Boisseree obtained a Bachelor of Science from California State University, Chico with an emphasis on marketing.

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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank (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.