Sean J. Keenan

Senior Vice President, Portfolio Manager

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Professional Profile

Sean Keenan is a Senior Vice President and Senior Portfolio Manager with Bank of America Private Bank in Sarasota, Florida.

In this capacity, Sean is tasked with delivering customized investment strategies tailored to the unique needs of the Private Bank’s clientele with a strong emphasis on asset allocation, security selection and comprehensive portfolio management. This includes conducting periodic reviews to help clients monitor progress toward reaching the initial goals and strategies set forth.

Sean brings 25 years of experience in portfolio management and investment analysis. He launched his career as an Equity Research Associate in Healthcare Services at Raymond James’ Capital Markets. Subsequently, he held Investment Analyst roles at two registered investment advisers in Minneapolis and Sarasota. Most recently, Sean spent 11 years at BMO Private Bank in Sarasota, where he managed investment portfolios for high-net-worth individuals, families, foundations and institutional clients before joining Bank of America Private Bank.

Sean obtained a Bachelors in Business Administration with a major in Finance from the University of Washington in Seattle. He holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and Certified Trust and Fiduciary Advisor (CTFA) designations.

Sean is an active member of the CFA Society of Tampa Bay, the Southwest Florida Estate Planning Council, and the CAIA Florida chapter. Sean is a former Board member of the Sarasota Ballet and remains active with various non-profits in the community.



*CAIA is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association.

*CFA and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

*Certified Trust and Fiduciary Advisor and CTFA are sponsored by the ABA Institute of Certified Bankers.

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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.