Patrick T Le Beau

Managing Director, Private Client Advisor

Professional Profile

Pat LeBeau is a Managing Director and Private Client Advisor with Bank of America Private Bank in Providence, Rhode Island. Combining the knowledge and experience gained over nearly three decades, he leads a team of specialists who are dedicated to understanding and addressing the needs and concerns of private equity executives and senior associates.

Pat also has significant experience working with business owners of privately held companies. In addition to providing guidance on the sale of their business, he can help develop a detailed succession plan designed to represent their family’s interests for the future. He is driven to provide clients with a tailored wealth management approach that focuses on both sides of their balance sheets to help them address the entirety of their financial lives. 

Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2006, Pat held positions at RBS/Citizens Investment Services, including senior vice president and director of the northeast market, and director of its fixed income trading desk. He earned his bachelor’s degree from the University of Massachusetts, where he is a member of its Gold Key International Honor Society. Pat has participated in executive education programs at Babson University School for Executive Education and the Executive Education Program from the Wharton School. He is a CERTIFIED FINANCIAL PLANNER (CFP®) professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Accredited Domestic Partnership Advisor (ADPA®) designation.

An ardent supporter of both foster youth and animal conservation efforts, Pat currently serves on the board of trustees and is an executive board member for the Rhode Island Zoological Society and the Roger Williams Park Zoo. He is also vice president of the board of directors for Foster Forward.

Pat and his wife have one daughter, a Bernese Mountain Dog and a Great Pyrenees.


*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

*ADPA® and Accredited Domestic Partnership Advisor are registered service marks of the College for Financial Planning.

Key Contacts

Deanne Defusco

401.278.3163

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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.