Jason Seifert is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Northeast Ohio. Jason provides in-depth strategy and advice to clients with complex wealth management needs and distinctive priorities. He has particular depth catering to wealth creators and their family members, helping multiple generations clarify the intersection of their personal and professional finances. His first-hand knowledge and broad-based background allow him to anticipate key decision points in clients’ financial lives, so they can capitalize on opportunities and circumvent challenges more effectively.
Jason leads a team of locally based specialists, each with extensive experience in a particular area. Together, they look to identify possible efficiencies across a client’s balance sheet. Their suite of capabilities includes customized investment management, fiduciary services, banking and lending, trust and estate planning, liquidity-event planning, and philanthropy. A veteran advisor and team leader, Jason cultivates a highly responsive service ethic that appreciates the value of client time.
Jason has more than two decades of direct experience. Prior to joining Bank of America Private Bank, he served as a Senior Vice President and Wealth Advisor with Key Private Bank in Cleveland. His background also includes tenures with UBS Financial Service and National City Bank, where he provided wealth strategy and investment advice to high-net-worth clients. Jason began his career practicing law at McCarthy, Lebit, Crystal & Liffman, with a focus on tax and estate planning. During this time, he passed the Certified Public Accountant exam. He earned his bachelor’s degree in business administration from the Ohio State University and his law degree and a master’s degree in taxation from the University of Akron.
Jason has four children and lives in North Royalton, Ohio. A running enthusiast, he has completed several marathons.
In his role at Bank of America Private Bank, Jason does not provide tax or legal advice.
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 familieis, 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 making your goals our priotity. 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.