Sean Neary is a Managing Director and senior Portfolio Manager with Bank of America Private Bank in Norfolk, Virginia. As a Portfolio Manager for Bank of America Private Bank, he is responsible for managing customized investment portfolios for high-net-worth individuals, endowments, and Trust relationships. Sean has six years of public accounting and tax experience as well as over twenty years of corporate finance and investment experience.
Sean graduated with honors from University of Richmond’s E. Claiborne Robins School of Business with a Bachelor of Science in Business Administration. He is a CFA® charterholder and holds the Certified Public Accountant (CPA) designation. Sean is a member of the CFA® Institute, the Richmond Society of Financial Analysts. He enjoys sports, coaching, and reading, and lives in Virginia Beach.
*Sean does not provide accounting advice in his role with Bank of America Private Bank.
*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA® Institute.
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.