Sebastien Gault

Senior Vice President, Portfolio Manager

Professional Profile

Sebastien Gault is a Senior Vice President and Senior Portfolio Manager at Bank of America Private Bank. In this role, he is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services, including financial planning and wealth strategy. This includes assisting clients with establishing their goals and objectives, and working towards developing an appropriate overall strategy. Through his periodic reviews with clients, Sebastien monitors the appropriateness of the strategies he has implemented and evaluates their progress toward reaching the initial goals set forth. In addition, he supports clients in navigating though changing market environments to provide traditional advice and guidance in the areas of asset allocation, tax-minimization, retirement, and multi-generational strategies – from risk based planning to banking and lending needs.

Prior to the Private Bank, Sebastien was Chief Investment Officer for the JMS Holdings Family Office, where he oversaw all aspects of family office investments and portfolio management. Prior to JMS, Sebastien was a Private Equity Consultant and Team Leader at McKinsey and Company in New York City where he advised multiple banks, pension funds and other large financial institutions on various alternative investments. Sebastien has over 20 years of experience investing in public and private markets.

Sebastien has an undergraduate degree from Eckerd College and a MBA from NYU’s Stern School of Business. He holds the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA® Institute and CFA® Society of Orlando.


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

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We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

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.