At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. 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 is on providing today’s clients with disciplined financial strategies and a bridge across generations.
Jesse Turley is a Managing Director and Private Client Advisor at Bank of America Private Bank, with over 20 years experience helping serve the complex wealth management needs of high-net-worth individuals and their families. A seasoned wealth manager, he has held his position at Bank of America Private Bank (formerly U.S. Trust) since joining in 2007. Prior to that, Jesse spent six years in the insurance and derivatives business, focusing on high end planning for the wealthy.
Jesse currently serves as a Bank of America Private Bank Private Client Advisor running a national team with offices in Greenwich, Connecticut and in 2019 was asked to open Salt Lake City, Utah. In this role Jesse is a key point of contact who serves as the quarterback in the delivery of integrated guidance and service through your client team at Bank of America Private Bank.
With other prominent business leaders, Jesse created Family to Family which is an invitation only conference series comprised of prominent global families looking to make significant business and philanthropic impacts on the world. Jesse has represented Bank of America Private Bank on the Resource Council for the Family Office Association, and served for seven years as moderator for Investment Management Institute’s (IMI) Wealth Family Forum. Jesse’s community involvement has included serving on the Board of Directors for the Connecticut Yankee Council of the Boy Scouts of America.
Jesse received his Bachelor’s degree from Arizona State University and his Master of Business Administration from University of Connecticut, with honors.
- University of Connecticut School of Business
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Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.
Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change
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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST
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 for future growth, our commitment is to make your goals our priority.