Jesse Solomon is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in New York, New York. Jesse provides tailored advice and guidance to a diverse set of clients including corporate executives, entrepreneurs, hedge fund and private equity principals, real estate investors, and multigenerational families, among others, helping them grow, preserve, and transfer their wealth more effectively.
Jesse takes an integrated approach to each client’s unique situation and needs. He collaborates with a team of specialists in investment management, trust and estate planning, banking, and credit who work hand-in-hand with clients to design customized strategies that seek to reduce complexity and enhance transparency. Jesse focuses on helping clients optimize their cash flow and liquidity by analyzing multiple aspects of their balance sheet for possible efficiencies. Most important is fostering meaningful relationships with clients and their families for the long-term.
Prior to joining the Private Bank (formerly U.S. Trust), Jesse covered hedge funds, banks, and other financial-services firms for Dataminr, a real-time information discovery company. Previously, he worked as a Markets and Investing Reporter for CNN. He earned his M.B.A. from NYU Stern School of Business with a concentration in finance and strategy, and his B.A. in political science from the University of Wisconsin-Madison.
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.