Jesse Flatt 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. Jesse works with individuals and families, helping them manage their personal assets in keeping with their distinctive goals, risk tolerance, and unique circumstances. This includes assisting clients with establishing goals, working towards developing an appropriate overall investment strategy, formulating bespoke solutions, and conducting periodic reviews to help clients monitor progress toward reaching their objectives.

Prior to joining Bank of America Private Bank, he was as a Portfolio Manager at City National Rochdale—a boutique investment management firm serving ultra-high net worth families, endowments, and foundations. He was part of a team that managed over $4.5 Billion in assets spanning different asset classes, markets, and client segments. Previously, he held similar roles at Invesco, BlackRock, Merrill, and Morgan Stanley.

Jesse obtained his Bachelor of Science in Finance and Business Economics from California State University East Bay and earned his MBA from Yale School of Management at Yale University. He holds the Chartered Financial Analyst® (CFA®) and the Certified Private Wealth Advisor® (CPWA®) designations. He is also a member of the CFA Institute and the CFA Society of Tampa Bay. Outside of work, he enjoys traveling, culinary adventures, and spending quality time with his wife and daughter.

_{*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA® and Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.}