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.
Matthew Lehrmann is a Managing Director and Private Client Advisor with Bank of America Private Bank in San Francisco, California. He is one of the nation's leading private wealth managers. Matthew’s primary role is to provide guidance to high-net-worth individuals, families, charities and foundations regarding financial strategies suited to client's goals with a sharp focus on risk, as well leveraging the significant resources of Bank of America Private Bank to provide guidance in the areas of trust and wealth planning. Bank of America Private Bank can also offer the complex banking and custom credit services that clients may need, including sophisticated finance solutions for residential and commercial real estate fine art, yachts and aircraft.
Matt's team focuses on guiding families through transitions and life events including wealth transfer, business succession and sales strategies, and new wealth creation. Our relationship approach includes a deep understanding of investment management and trusts, comprehensive wealth planning and balance sheet and cash flow management. Every client’s circumstances and goals are unique, and we believe in the importance of taking a personalized approach to help build a financial strategy that may be suitable for each family’s needs and transitions over time.
Matt’s experience includes asset allocation and management of investment portfolios and non-financial assets, family foundation and charitable giving strategies, customized financing experience for individuals and non-profit organizations. Our collaboration with clients' accounting and legal advisors simplify the implementation of complex strategies to helps to ease the concerns of families with wealth.
Matt has worked in financial services since 2006 and joined the Private Bank (formerly U.S. Trust) in 2011. Previously, Matt served as an Assistant Vice President with Alliance Bernstein Private Wealth and a Financial Advisor with Citi-Smith Barney. Matt's financial services career started with Jones Equity Partners, a private equity firm in Santa Barbara, where he also earned an undergraduate degree from University of California, Santa Barbara.
Matt resides in Mill Valley with his wife and two children. He is an avid golfer and is a member of the California Golf Club of San Francisco.
- University of California, Santa Barbara
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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.