Shaun P Stimpson

Managing Director, PWM Market Executive

Professional Profile

Shaun P. Stimpson is a Managing Director and Market Executive with Bank of America Private Bank. Shaun leads a team of Private Client Advisors, Portfolio Managers, and Trust Officers in Upstate New York (Albany, Buffalo, & Rochester). He is responsible for enhancing the client experience at Bank of America Private Bank by streamlining access to resources, augmenting Advisor capabilities, fostering collaboration among team members and intensifying client outreach. Shaun plays an integral role with both clients and colleagues; he facilitates a more effective engagement with the services and strategies available through the bank, amplifying the client experience.

Shaun fosters an ethos of accessibility, responsiveness and relentless improvement within the Market. A former financial advisor, he understands the opportunities and challenges that can accompany significant wealth. He looks to channel the breadth of local resources and extensive capabilities of the bank, resulting in robust strategies that unify multiple disciplines: investment management, trust and estate planning services, credit and lending through Bank of America, N.A., executive services, family office services and philanthropy. Shaun points to the fiduciary standard as a critical foundation of the bank’s value to clients.

Shaun began his financial service career in 2005 as a Financial Advisor at Merrill. In 2008, he moved to Morgan Stanley, where he held successive leadership positions, including Sales Manager and Business Development Manager, ultimately rising to Branch Manager.  Shaun joined Bank of America Private Bank in 2014 as a Market Sales Executive.

Shaun earned his M.B.A. from Babson College and his B.S.B.A. in Finance from Suffolk University.

Shaun is currently the Executive Sponsor for the Greater Buffalo LEAD for Women Employee Network, a member of the Board of Trustees at the Burchfield Penney Art Center, a Board Member for City Year Buffalo, and a Leadership Council member for the Boston Chapter of the Posse Foundation. He is an active supporter of Suffolk University, which honored him in 2013 as one of its “10 Under 10”: ten alumni who have graduated within ten years who have made major contributions in their field and in the community, and in 2017, invited him to join the “Dean’s Cabinet” for the Sawyer Business School.

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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.