Sean E Neary

Managing Director, Portfolio Manager

Professional Profile

Sean Neary is a Managing Director and senior Portfolio Manager with Bank of America Private Bank in Norfolk, Virginia.  As a Portfolio Manager for Bank of America Private Bank, he is responsible for managing customized investment portfolios for high net worth individuals, endowments, and Trust relationships.  Sean has six years of public accounting and tax experience as well as over twenty years of corporate finance and investment experience.  

Sean graduated with honors from University of Richmond’s E. Claiborne Robins School of Business with a Bachelor of Science in Business Administration.  He has obtained both the Chartered Financial Analyst (CFA) designation and the Certified Public Accountant (CPA) designation.  Sean is a member of the CFA Institute, the Richmond Society of Financial Analysts. He enjoys sports, coaching, and reading, and lives in Virginia Beach.


*Sean does not provide accounting advice in his role with Bank of America Private Bank.
*Chartered Financial Analyst® and CFA® are trademarks owned by CFA Institute.

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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.