Jason Okrent
When clients feel confident their assets are secure, they’re free to focus on what truly matters. For many people that means quality time with family, pursuing meaningful work, healthy living, and giving back to their community.
Jason Okrent is a Private Client Advisor with Bank of America Private Bank in Seattle, Washington. Jason and his partner, Steven Lee, lead a boutique family office practice serving the complex financial needs of families with multi-generational wealth.
Many clients find Jason and team during pivotal life transitions. Our team of wealth management specialists provide expert advice in business succession planning, executive compensation, generational wealth transfer, real-estate transactions, aviation and yacht finance, and philanthropy.
Jason previously served as a private banker at Citi and wealth advisor at Bernstein Private Wealth Management. He is a University of Washington alum and Chartered Financial Analyst® (CFA®) Charterholder.
A dedicated community advocate, Jason specializes in advising nonprofits on financial governance and investment strategy. He serves on the board of the Jewish Federation of Greater Seattle and is a past recipient of the Jack J. & Charlotte Spitzer Young Leadership Award, which honors emerging leaders in the Jewish community.
Outside of his professional commitments, Jason loves spending quality time with his wife, Rebecca, and their two sons. Together, they cherish family moments, travel, and adventure. He enjoys playing basketball, tennis, golf, and pickleball as well as exploring Seattle’s vibrant restaurant and café culture.
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.