Jesse Flatt
Jesse Flatt serves as Senior Vice President and Senior Portfolio Manager at Bank of America Private Bank, where he leads the development and execution of sophisticated investment strategies for ultra-high-net-worth individuals and families. Drawing on a comprehensive suite of wealth management solutions, Jesse partners with clients to align their portfolios with long-term objectives, risk parameters, and unique circumstances. His disciplined approach encompasses strategic goal-setting, bespoke portfolio construction, and ongoing performance oversight to ensure alignment with evolving priorities.
Prior to joining Bank of America Private Bank, Jesse was a Portfolio Manager at City National Rochdale, a boutique investment firm serving high-net-worth families, endowments, and foundations. In this capacity, he contributed to managing more than $4.5 billion in assets across multiple asset classes and global markets. His career spans institutional and private wealth roles at Invesco, BlackRock, Merrill Lynch, and Morgan Stanley, where he refined his expertise in asset allocation, risk management, and client advisory.
Jesse earned his Bachelor of Science in Finance and Business Economics from California State University, East Bay, and his MBA from Yale School of Management. He holds the Chartered Financial Analyst® (CFA®) and Certified Private Wealth Advisor® (CPWA®) designations and is an active member of the CFA Institute and CFA Society Tampa Bay.
Outside of work, Jesse enjoys sports, exploring global cuisines, and traveling to unique destinations. Above all, he treasures his most important roles—husband and father—finding purpose and fulfillment in the time he shares with his wife and daughter.
*CFA® and Chartered Financial Analyst® are registered trademarks by CFA Institute.
*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.
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 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 interest. 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 in on providing today's clients with disciplined financial strategies and a bridge across generations.