Sean J. Keenan

Senior Vice President, Portfolio Manager

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Professional Profile

Sean Keenan is Senior Vice President and Senior Portfolio Manager at Bank of America Private Bank. In this role, he is responsible for providing investment strategies that are tailored to each client’s specific needs with an emphasis on asset allocation, security selection and portfolio management.

Sean has 25 years of portfolio management and investment analysis experience.  His career began as a Healthcare Services equity research associate in Raymond James’ Capital Markets division.  He then worked for two Registered Investment Advisers in Minneapolis and Sarasota as an Investment Analyst. Prior to joining Bank of America Private Bank, Sean worked at BMO Private Bank in Sarasota for eleven years managing investment portfolios for individuals, families, foundations and institutional clients.
 
Sean earned a Bachelors in Business Administration, with a major in Finance, from the University of Washington in Seattle. He holds the Chartered Financial Analyst (CFA) designation, the Chartered Alternative Investment Analyst (CAIA) designation and the Certified Trust and Fiduciary Advisor (CTFA) designation.

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.



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

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

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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.