Jesse B. Neumyer

Senior Vice President, Private Client Advisor

Professional Profile

Jesse Neumyer is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management, in New York. Jesse leads a team of in-house specialists in designing and implementing tailored wealth strategies for high net worth individuals, families, and family offices. He caters to an accomplished clientele throughout the United States, including entrepreneurs, technology and media executives, traders, professional athletes and team owners, and other wealth creators. As the lead relationship manager, Jesse looks to simplify and streamline the complexities that significant wealth can entail, orchestrating cohesive initiatives that reflect each client’s priorities and goals. Jesse has particular depth in the monetization and diversification of concentrated wealth.

Jesse oversees a multi-disciplinary approach, channeling U.S. Trust’s extensive capabilities in investment management, wealth strategy, trust and estate planning services, banking, lending, and philanthropy. He prides himself on listening to clients, distilling key issues, maintaining consistent dialogue, and pursuing client objectives through dedicated and focused service.

Prior to joining U.S. Trust, Jesse was a Private Banker and Vice President at Citi Private Bank. Previously, he served as a Vice President at Greenwich Associates, a market intelligence and financial consulting firm. Jesse began his career in 2005 at J.P. Morgan in its mid-corporate banking division.

Jesse earned his M.B.A. from Pennsylvania State University, where he was the recipient of the Michael Ryan Phillips Award, a merit-based scholarship. Jesse also earned his B.A. in Business Management with Distinction from Penn State, where he was a strong safety on the football team.

Jesse is a founding member of the Penn State Sports Business Advisory Board and a former chair of the Smeal MBA Alumni Advisory Board at Penn State.

Our Team

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

Anabelle Navarro

Private Client Manager

212.852.2795
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Sarah R Ziegler

Senior Trust Officer

212.852.3250
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Michael J Santo

Portfolio Manager

212.852.3224
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Peter C Barcia

Portfolio Manager

212.852.2344

Pakhi Eder

Portfolio Manager

212.852.3168

Michael Josephs

Wealth Strategies Director

212.852.2347
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Andrew C Kosche

Portfolio Manager

646.556.4398

Key Contacts

Brittany Hopkins

212.852.2667

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

You don’t define your wealth by numbers alone, but also by the opportunities it provides. For more than 200 years, U.S. Trust has helped clients navigate the complex challenges of managing significant wealth. We draw on U.S. Trust’s personalized approach and private banking services, as well as the resources of Bank of America Corporation, 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.

At U.S. Trust, 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.