Samuel J. Gottesman

Managing Director, PWM Market Executive

Professional Profile

Sam Gottesman is a Managing Director and Market Executive for Bank of America Private Bank. He has overall responsibility for a
highly experienced, focused group of private client advisors located in four offices in D.C., Maryland and Northern Virginia. In his role as
Market Executive, he understands the demands and complexities of substantial wealth, and helps advisors and associates deliver
an exceptional client experience to the individuals, families and institutions they serve.

Sam oversees the effective delivery of an extensive array of financial services and solutions for clients with sophisticated needs, including
investment management, trust and estate planning services, credit and lending, and philanthropy. He channels resources, advocates for
client needs and enhances team effectiveness through the strengths and capabilities of advisors and specialists throughout the enterprise.
Attuned to the challenges and nuances of the Private Bank’s clients, Sam fosters a team-focused approach grounded in the unique needs
of wealthy families and institutions. With more than three decades of financial services experience, he applies his deep understanding of
complex markets and financial transactions to attract and retain top talent to advance client priorities.

Prior to joining Bank of America Private Bank, he was a Managing Director and Market Manager at J.P. Morgan Private Bank in Washington, D.C. Previously he was Chief Investment Officer for Mizuho Alternative Investments, LLC, a wholly owned subsidiary of Mizuho Corporate Bank, where he was a member of the Management and Investment Committees. Sam also served as Chief Operating Officer for Blaylock and
Company, a leading minority - owned U.S. investment bank.

He has held senior leadership roles in management and trading with Commerzbank, Bear Stearns, Merrill Lynch and Drexel Burnham
Lambert. Sam earned his M.B.A. from the State University of New York at Buffalo, and began his career at Goldman Sachs.

EDUCATION

  • State University of New York at Buffalo

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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.

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.