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.
Mona Sabet Vince is a Senior Vice President and Private Client Manager at Bank of America Private Bank in Westlake Village, California. For more than a decade, she has developed a thoughtful understanding of the issues that can impact the financial lives of high- and ultra-high-net-worth individuals including business owners and corporate executives. Mona also offers sophisticated perspectives and strategic guidance to help institutions and foundations manage their endowments and pursue their missions.
She draws on her experiences to help these clients and their families prepare for various life transitions, including buying, growing, selling, and exiting their businesses. To aid her in addressing their often-dynamic situations, she works with a team of specialists with a depth of experience in traditional, specialty asset, and capital market investment strategies as well as custom banking, credit and lending solutions for acquisitions and investor commercial real estate.
Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2008, Mona was a private equity analyst in the oil and gas industry. She later assumed roles with other banks, including Deutsche Bank, where she gained experience in structured finance, capital markets, client management, and strategy planning, before returning to the Private Bank in 2017.
Mona received her bachelor’s degree, with honors, from University of California, Santa Cruz in business economics and psychology, and an M.B.A. from University of Southern California with a focus in finance and entrepreneurship.
Mona is a board member for the Little Market, a nonprofit founded by women to empower women. She is also a board member of the Boys and Girls Club in Malibu. When she isn’t advising clients, she can be found hiking in the Santa Monica Mountains, writing her novel, or paddle boarding in the beaches of Malibu where she lives with her husband and daughter.
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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.