U S Trust
U.S. Trust, Bank of America Private Wealth Management was founded in 1853 as the United States Trust Company of New York. It operated independently until 2000, when it was acquired by Charles Schwab, and Co., and subsequently was sold to, and became a subsidiary of, Bank of America in 2007. Acquisition date: November 20, 2006 Parent organizations: Bank of America, Bank of America, National Association Subsidiaries: U.S. Trust Co. of New York,
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U S Trust Employees
U S Trust July 2004 - Present
First Citizens Bank & Trust of South Carolina May 2001 - July 2004
Skills
15 years of Fiduciary..., Certfied Trusted...
Education
University of South Carolina-Columbia 1983 — 1987
Bachelor's degree, Retail Management
U.S. Trust June 2014 - Present
U S Trust October 2005 - Present
Education
University of Rhode Island 2000 — 2004
Bachelor of Arts (B.A.), Communication, General
Eaton Vance March 2011 - Present
Bessemer Trust October 2007 - March 2011
U. S. Trust 2004 - 2007
State Street 1983 - 2004
Education
Harvard College 1970 — 1974
A.B., History
Boston University
M.B.A., Finance
U. S. Trust 2012 - Present
Bank of America 2002 - 2011
Skills
Credit Risk, Mergers & Acquisitions, Portfolio Management, Credit, Finance, Investments, Loans, Investment Banking, Financial Structuring, Wealth Management, Financial Analysis, Banking, Capital Markets, Financial Modeling, Management
Education
University of California, Los Angeles 1973 — 1978
Bachelor of Science, Economics, Economics and Business
Robert Louis Stevenson School, Pebble Beach 1968 — 1973
Trevett Capital Partners October 2012 - Present
U S Trust January 1982 - October 2012
Education
Edison Community College
U. S. Trust 1990 - Present
LaSalle Bank/ ABN Amro 1990 - 2006
Arthur Andersen & Co 1983 - 1990
Skills
Portfolio Management, Private Wealth..., Asset Allocation, Wealth Management, Wealth Transfer, Wealth Preservation..., Estate Tax Planning, Wealth Management..., Investment Advisory, Investment Management, Wealth, High Net Worth..., Trust Services, Series 7, Investment Strategies, Strategic Financial..., Alternative Investments, Estate Planning, Investments, Asset Management, Financial Planning
Education
University of Notre Dame Law School 1979 — 1983
JD/MBA, Joint JD/MBA
University of Notre Dame - Mendoza College of Business 1979 — 1983
MBA/JD, Joint JD/MBA
Northwestern University 1975 — 1979
BA, Economics
National Graduate Trust School, Evanston, IL 1995 — 1996
U S Trust September 1986 - Present
Skills
Portfolio Management, Asset Managment, Wealth Management, Alternative Investments, Asset Allocation, Investment Strategies, Wealth Management..., Investments, Financial Services, Investment Management, High Net Worth..., Asset Management, Mutual Funds, Investment Advisory, Retirement Planning, Small Business Lending, Financial Analysis, Private Banking, Commercial Banking, Fixed Income
Education
The University of Connecticut 1982 — 1986
BA, Economics
U. S. Trust March 2005 - Present
PNC Advisors March 2000 - March 2005
Bank of Boston 1995 - 2000
Skills
Asset Allocation, Estate Planning, Financial Services, Wealth Management, Portfolio Management, Investments, Asset Managment, Asset Management, Investment Advisory, Wealth Management..., Credit, Alternative Investments, Mutual Funds, Investment Management, Series 7, High Net Worth..., Series 63, Investment Strategies, Fixed Income, Securities
Education
University of Pennsylvania - The Wharton School 1968 — 1971
MBA, Economics - Money and Banking
Cornell University 1963 — 1967
BA, Economics
Noble and Greenough School 1957 — 1963
High School, College Preparatory
Legacy Consulting Partners - Financial Advisor Trust and Estate Training/Consulting March 2015 - Present
UBS Wealth Management January 2012 - March 2015
U. S. Trust October 2008 - December 2010
Merrill Lynch June 1999 - October 2008
The Private Bank - Bank of Boston December 1992 - June 1999
Wells Fargo Bank August 1989 - December 1992
Merrill Lynch June 1985 - August 1988
Skills
Wealth Management, Estate Planning, Philanthropic Planning, Philanthropy, Trust Services, High Net Worth..., Private Banking, Investment Advisory, Asset Allocation, Wealth Management..., Finance, Retirement Planning, Alternative Investments, Wealth, Investment Strategies, Financial Advisory, Mutual Funds, Securities, Investment Management, Asset Management, Strategic Financial..., Investments, Series 63, Retirement, Portfolio Management, Hedge Funds, Equities, Financial Planning, Financial Services
Education
Boston University 1979 — 1983
School of Management - B.S.B.A.
Pomfret School 1975 — 1979
Pomfret, CT
American Bankers Association - ICB
CTFA™, Certified Trust and Financial Advisor, Personal Trust
College for Financial Planning
CFP®, Certified Financial Planner, Financial Planning
The American College
CAP™, Chartered Advisor in Philanthropy, Philanthropic Planning
First Bank & Trust February 2014 - Present
Between Assignments June 2012 - Present
U S Trust 1998 - June 2012
LaSalle Bank September 1997 - 2008
M & I Trust 1989 - 1994
Skills
Wealth Management, Wealth, Asset Management, High Net Worth..., Estate Planning, Financial Planning, Retirement Planning, Tax, New Business Development, Financial Analysis, Finance, Asset Managment, Strategic Financial..., Investments, Wealth Management..., Employee Benefits, Trust Services, Banking, Asset Allocation, Securities, Financial Services, Portfolio Management, Investment Management, Investment Advisory
Education
Illinois State University 1968 — 1972
Bachelor of Science (B.S.), Accounting
Illinois State University 1968 — 1972
B S, Accounting
U. S. Trust SVP, Division Philanthropic ExecutiveBank of AmericaJune 2012 - February 2013
Deutche Asset Management 2000 - 2002
Zurich Scudder Investments 1998 - 2002
Scudder Stevens and Clark 1983 - 1998
Chemical Bank 1980 - 1983
Skills
Portfolio Management, Asset Managment, CRM
Education
New York University - Leonard N. Stern School of Business 1979 — 1981
Master of Business Administration (M.B.A.), Finance
Mount Holyoke College 1973 — 1977
A.B., Biochemistry
U. S. Trust August 2011 - Present
The Northern Trust May 2008 - August 2011
Morgan Stanley September 1987 - April 1999
Education
Northwestern University - Kellogg School of Management 1985 — 1987
Masters of Business Administration, Finance, Marketing
University of Michigan 1980 — 1984
BA, Political Science
U. S. Trust March 2008 - Present
SunTrust Bank August 1991 - March 2005
198011Firemans Fund Mortgage November 1980 - May 1990
Skills
Asset Management, Real Estate, Wealth Management, Financial Planning
Education
Northwestern University 1996 — 1998
Certified Trust and Financial Advisor
Michigan State University 1971 — 1972
No declaration
Wilmington Trust August 2008 - Present
U S Trust August 2005 - August 2008
Education
Syracuse University - Martin J. Whitman School of Management
Master of Business Administration (MBA)
Divorce AdvantEDGE October 2008 - Present
New Life Strategies January 1999 - October 2008
Apogee Investment Management January 1993 - January 2000
U S Trust January 1991 - December 1992
Fleet National Bank December 1988 - January 1991
Connecticut Bank & Trust/ Bank of New England January 1985 - December 1988
Dreman Value Management November 1983 - December 1985
W. P. Stewart & Co. February 1980 - November 1983
Skills
Investments, Strategic Financial..., Estate Planning, Wealth Management, Asset Management, Retirement Planning, Financial Analysis, Portfolio Management, Small Business, Public Speaking, Divorce Financial..., Strategic Planning, Business Strategy, Securities, Social Media Marketing, Marketing, Asset Managment, Social Media, Finance
Education
Barnard College 1978 — 1982
BA, Economics
U S Trust October 1990 - Present
LaSalle Bank, N.A. 2000 - April 2008
Skills
Banking, Estate Planning, Management, Trust Services, Asset Allocation, Wealth, High Net Worth..., Wealth Management..., Investment Management
Education
Kent College of Law IIT
Master of Laws (LL.M.), Taxation
Salmon P. Chase College of Law
Doctor of Law (J.D.), Law
University of Cincinnati 1969 — 1972
Graduate Study, Political Science and Government
University of Rochester 1965 — 1969
Bachelor of Arts (B.A.), Political Science and Government
Fowler Property Acquisitions April 2007 - September 2007
Apartment Realty Advisors June 2003 - March 2007
Banc of America Securities 2000 - 2000
Gartner 1997 - 2000
J.P. Morgan 1991 - 1993
U S Trust 1987 - 1992
Education
Lake Forest College 1983 — 1987
BA, Finance - Economics
IFlowSoft LLC Software EngineerLehman Brothers2006 - Present
Credit Suisse September 2009 - July 2011
Barclays Capital 2008 - 2008
Barclays 2008 - 2008
Lehman Brothers /Barclays Capital 2006 - 2008
U S Trust 2005 - 2006
Goldman Sachs Asset Management 2004 - 2005
Skills
Sybase, Trading Systems, Spring, Market Data, Unix, Electronic Trading, Java Enterprise Edition, Hibernate, SDLC, Derivatives, JMS, Agile Methodologies
Education
Worcester Polytechnic Institute 2001 — 2003
MS, Computer Science
University of Mumbai 1993 — 1999
B E, Comupter Engineering
Bank of America Merrill Lynch July 2015 - Present
U S Trust March 2001 - July 2015
Skills
Alternative Investments, Asset Allocation, Series 7, Series 63, Wealth Management..., Asset Management, Investments, Wealth Management, Hedge Funds, High Net Worth..., Investment Management, Fixed Income, Mutual Funds, Series 65, Portfolio Management, Series 24, Municipal Bonds
Education
Fordham University 1994 — 1997
Master of Business Administration (MBA), Finance
Pace University - Lubin School of Business 1987 — 1991
Bachelor's Degree, Finance
U. S. Trust Co. March 1989 - Present
U S Trust Company March 1989 - Present
u s Trust 1989 - 2009
Bank of new york 1976 - 1988
Skills
Wealth Management
Education
Skidmore College
BA, Spanish And Business
U. S. Trust 1995 - 2007
Skills
Estate Planning, Asset Allocation, Investments
Education
Nova Southeastern University - MBA
MBA
University of Florida
BS, Advertising / Marketing
PartyLite November 2011 - Present
US Trust February 1997 - Present
U. S. Trust 1997 - 2009
BNY Mellon 1995 - 1997
Putnam Trust 1988 - 1996
Skills
Peer Mentoring, Asset Allocation, Wealth Management, Sales, Series 7
Education
University of Phoenix 2002 — 2004
Associate's degree, Business Administration and Management, General
Greenwich High School 1982 — 1985
U S Trust 2008 - Present
A.G. Edwards & Sons, Inc. 1998 - 2007
Prudential Securities 1993 - 1998
Smith Barney 1986 - 1993
Skills
Asset Managment, Equities, Investments, Securities, Investment Banking, Venture Capital, Asset Management, Financial Modeling, Alternative Investments, Private Equity, Investment Management, Strategic Financial..., Mergers & Acquisitions, Financial Advisory, Wealth Management..., Valuation, Due Diligence, Bonds, Equity Research, Series 7, Portfolio Management, Investment Strategies, Investment Advisory, Wealth Management, Capital Markets, Asset Allocation, Financial Analysis, Fixed Income
Education
University of Chicago Graduate School of Business 1982 — 1984
MBA, Finance
Princeton University 1976 — 1980
BA, Economics
St. Louis Country Day School
Scottsdale Community Bank 2012 - Present
BCI, Inc. 2009 - Present
Bank of Hawaii September 2005 - January 2012
City National Bank December 2002 - May 2005
U. S. Trust June 2000 - December 2002
U. S. Bank September 1997 - May 2000
Wells Fargo January 1987 - April 1996
Skills
Investments, Pensions, Investment Management, Private Banking, Trusts, Alternative Investments, Mergers & Acquisitions, Banking, Asset Managment, Estate Planning, Asset Management, Retirement, Start-ups, Management, Strategic Planning, Portfolio Management, Retail Banking, Financial Planners, Strategic Financial..., Mergers, High Net Worth..., Investment Advisory, Wealth Management...
Education
University of California, Hastings College of the Law
J.D., Law
University of California, Santa Barbara
B.A., Major: History; Minors: German and Anthropology
Middlesex Savings Bank Vice PresidentSouth Shore Co-operative Bank2005 - 2007
Stoneham Savings Bank 2004 - 2005
Citizens Bank 2001 - 2004
U S Trust 1990 - 2001
First National Bank of Boston 1978 - 1990
Bay Bank Middlesex 1970 - 1978
U S Air Force 1966 - 1970
Education
Babson College 1964 — 1966
MBA, Finance
Boston College 1960 — 1964
BA, Math & Economics
Mission High 1956 — 1960
Diploma
U. S. Trust February 2006 - Present
Education
Fairfield University
Master's Degree, Finance and Financial Management Services
Purdue University
Bachelor's Degree, Business, Management, Marketing, and Related Support Services