US Trust

Description

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: 20 November 2006 Parent organizations: Bank of America, Bank of America, National Association Subsidiaries: U.S. Trust Co. of New York,

US Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at US Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.

US Trust Salaries. You can even request information on how much does US Trust pay if you want to. Learn about salaries, pros and cons of working for US Trust directly from the past employees.

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1,967 US Trust employees in database. Find out everything there's to know about US Trust employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

US Trust Employees

Employee
Years
Job
Industry
Judith Barton Judith Barton Dallas/Fort Worth Area Details
Judith Barton's US Trust Experience March 2012 - September 2013
Job Vice President/Senior Wealth Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management  December 2014 - Present
Kingsley Gate, Inc.   September 2013 - December 2014
US Trust   March 2012 - September 2013
Bernstein Global Wealth Management  2004 - 2012
AlphaGraphics  1996 - 2005
Sodexo  1997 - 2000
Nortel Networks  1994 - 1997
Electronic Data Systems  1988 - 1994

Skills
Investments, Alternative Investments, Portfolio Management, Finance, Estate Planning, Investment Strategies, Corporate Finance, Retirement, Asset Managment, Asset Management

Education
University of Oklahoma   1986 — 1988
Bachelor of Science (BS), Finance

The University of Texas at Austin   1984 — 1985

Holland Hall School, Tulsa Oklahoma

Carolyn Simon Carolyn Simon Short Hills, New Jersey Details
Carolyn Simon's US Trust Experience January 1998 - January 2000
Job Wealth Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management  September 2014 - Present
PNC Wealth Management  October 2012 - August 2014
Morgan Stanley Smith Barney  November 2010 - October 2012
Carolyn Simon Interiors   July 2004 - October 2010
US Trust   January 1998 - January 2000
Citibank  February 1993 - February 1996
Fiduciary Trust Company  1989 - 1992

Skills
Wealth Management, Strategic Financial..., Investment Advisory, Asset Managment, Investment Strategies, Series 63, Series 7, Portfolio Management, Hedge Funds, Alternative Investments, Asset Allocation, Equities, Asset Management, Finance, Investments, Mutual Funds, Retirement Planning, Financial Planning, High Net Worth..., Wealth, Management, Financial Services, Securities, Fixed Income

Education
New York University - Leonard N. Stern School of Business   1993 — 2000
MBA, FINANCE AND MARKETING

The George Washington University   1983 — 1987
B.A., International Affairs

Walt Whitman High School

Sammy Lucario Sammy Lucario Austin, Texas Area Details
Sammy Lucario's US Trust Experience November 2011 - March 2014
Job Attorney/Wealth Management
Industry Investment Management
Experience
Wells Fargo  July 2015 - Present
Wells Fargo  March 2014 - July 2015
US Trust   November 2011 - March 2014
The Cromeens Law Firm   February 2011 - November 2011
McDonald Worley Attorneys at Law   2009 - June 2011
The Lucario Law Firm   May 2009 - February 2011
Smith Barney  July 2008 - January 2009
Boatwright & Hamilton   2007 - 2008
Austin Bar Association  2004 - 2004

Skills
Trusts, Estate Planning, Litigation, Legal Writing, Legal Research, Mediation, Wills, Courts, Commercial Litigation, Family Law, Wealth Management, Westlaw, Corporate Law, Civil Litigation, High Net Worth..., Asset Management, Trials, Management

Education
Texas Tech University School of Law   2005 — 2008
JD/MBA, Law, General Business

The University of Texas at Austin   2000 — 2004
BS, Radio-Television-Film

Christopher Kelley, CFA, CAIA Christopher Kelley, CFA, CAIA Greater Minneapolis-St. Paul Area Details
Christopher Kelley, CFA, CAIA's US Trust Experience October 2006 - December 2007
Job Portfolio Manager at Compass Capital Management
Industry Financial Services
Experience
Compass Capital Management   April 2014 - Present
Merrill Lynch  December 2007 - March 2014
US Trust   October 2006 - December 2007
Piper Jaffray  September 2005 - August 2006

Skills
Hedge Funds, Private Equity, Real Estate, Real Assets, Business Development, Equities, Alternative Investments, FINRA, Asset Allocation, Financial Services, Relationship Management, Asset Management, Fixed Income, Portfolio Management, Series 7, Asset, Mutual Funds, Finance, Investments

Education
Union College   2001 — 2005
B.A., History

Edgar Montanez Edgar Montanez Orlando, Florida Details
Edgar Montanez's US Trust Experience April 2002 - September 2012
Job SVP, Private Client Manager at BBVA Compass Wealth Management
Industry Banking
Experience
BBVA Compass  September 2012 - Present
US Trust   April 2002 - September 2012
Bank of America  2002 - 2003
Bank of America  2002 - 2003
Bank of America  2002 - 2003
First Union National Bank  May 1996 - March 2001
First Union National Bank  June 1991 - May 1996
First Union National Bank  July 1990 - July 1991

Skills
Wealth Management, Loans, Banking, Asset Management, Credit, Small Business Lending, Commercial Lending, Commercial Banking, Strategic Financial..., High Net Worth..., Series 7, Wealth, Private Banking, Portfolio Management, Spanish-English, Credit Analysis, Risk Management, Financial Advisory, Finance, Series 63, Trust Services, Wealth Management..., Life Insurance, Health Insurance, Variable Annuities, Financial Planning

Education
University of Central Florida   1987 — 1990
Bachelor's degree, Accounting and Finance

Forest Lake Academy   1981 — 1984

First Union

Monica Storch Monica Storch New York, New York Details
Monica Storch's US Trust Experience November 2004 - August 2007
Job Editor & Publisher at Macaroni Kid
Industry Online Media
Experience
Macaroni Kid  February 2009 - Present
Fordham Law School  August 2010 - May 2011
New York Law School  August 2009 - May 2010
MacAndrews & Forbes  September 2007 - February 2009
US Trust   November 2004 - August 2007
Morvillo Abramowitz Grand Iason & Anello PC  July 2002 - November 2004
Sidley Austin LLP  October 1998 - May 2001

Skills
Social Media, Online Publishing, Writing, Legal, Editorial, Blogging, Litigation, Publishing, Advertising Sales, Content Management, Marketing, Teaching, Marketing Communications, Attorneys, Online Advertising, New Media, Brand Ambassadors, Multimedia Marketing..., Facebook, Twitter, Social Media..., Editing, Legal Writing, Travel Writing, Restaurant Reviews

Education
UCLA School of Law   1994 — 1997
Doctor of Law (JD)

University of California, Berkeley   1990 — 1993
Bachelor of Science (BS), Business Administration

Josean Vega, CFA Josean Vega, CFA Providence, Rhode Island Area Details
Josean Vega, CFA's US Trust Experience September 2008 - November 2013
Job Vice President, Portfolio Manager at US Trust Private Wealth Management
Industry Financial Services
Experience
US Trust - Private Wealth Management  November 2013 - Present
US Trust   September 2008 - November 2013
BNY Mellon  June 2006 - August 2008
Mellon Financial  May 2005 - May 2006

Skills
Wealth Management, Portfolio Management, Asset Allocation, Investments, Asset Managment, High Net Worth..., Investment Management, Investment Advisory, Alternative Investments, Mutual Funds, Fixed Income, Investment Strategies, Equities, Wealth Management..., Financial Markets, Emerging Markets, ETFs, Economics, Hedge Funds, Securities, Financial Services, Strategic Financial..., Retirement Planning, Retirement, Finance, Derivatives, Financial Advisory, Wealth, 401k, Chartered Financial..., Portfolio Optimization, Asset Management, Financial Modeling, Options, Series 7, Valuation

Education
Suffolk University - Sawyer School of Management   2006 — 2008
Master of Business Administration (MBA), Finance

Wheaton College (MA)   2001 — 2005
Bachelor's degree, Economics

Matthew Benson, CFP® Matthew Benson, CFP® Greater Los Angeles Area Details
Matthew Benson, CFP®'s US Trust Experience October 2014 - Present
Job Senior Vice President, Private Client Advisor at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   October 2014 - Present
Union Bank, The Private Bank   October 2010 - October 2014
US Trust   January 2006 - January 2010
Wells Fargo Private Bank  January 2000 - January 2006

Skills
Wealth Management, Private Banking, Series 7, Investments, Strategic Financial..., Portfolio Management, Asset Allocation, Trust Services, Asset Management, Series 24, Commercial Banking, Commercial Lending, Investment Management, Securities, Series 63

Education
University of California, Santa Barbara
Bachelor of Arts (B.A.)

University of Washington, Pacific Coast Graduate School of Banking   2012 — 2014
Graduate Studies in Banking

Calvin Trey Scott Calvin Trey Scott Dallas/Fort Worth Area Details
Calvin Trey Scott's US Trust Experience August 2012 - October 2014
Job Associate Attorney at Kennedy Attorneys and Counselors at Law
Industry Law Practice
Experience
Kennedy Attorneys and Counselors at Law   August 2015 - Present
Shaw & Associates   October 2014 - August 2015
US Trust   August 2012 - October 2014
Bonnie Ericson, Attorney at Law   May 2011 - August 2011
106th District Court of Texas   June 2010 - August 2010
Rawls College of Business at Texas Tech University  August 2008 - May 2009

Skills
Westlaw, Legal Research, Legal Writing, Management, PowerPoint, Public Speaking, Litigation, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Courts, Mediation, Policy Analysis, Public Policy, Trials, Legal Issues, Editing, Outlook, Due Diligence, Estate Planning

Education
Texas Wesleyan University School of Law   2009 — 2012
Juris Doctor (J.D.)

Texas Tech University - Rawls College of Business   2008 — 2009
Master of Business Administration (M.B.A.)

Texas Tech University   2004 — 2007
Bachelor's Degree, Agribusiness

Leslie Miller, CFA, CFP(R) Leslie Miller, CFA, CFP(R) United States Details
Leslie Miller, CFA, CFP(R)'s US Trust Experience April 2002 - November 2005
Job Senior Investment Strategist at Wells Fargo
Industry Investment Management
Experience
Wells Fargo  June 2013 - Present
WestStar Bank  February 2013 - May 2013
Merrill Lynch  August 2011 - January 2013
Smith, Salley & Associates, LLC   July 2007 - April 2008
US Trust   April 2002 - November 2005
Bank of America  March 1995 - December 2001
Wachovia  June 1986 - March 1995

Skills
Investments, Hedge Funds, Alternative Investments, Fixed Income, Asset Allocation, Bloomberg, Equity Research, Investment Strategies, Investment Management, Portfolio Management, Building Relationships, Mutual Funds, Retirement Planning, Estate Planning, Certified Financial..., Personal Financial..., Leadership, Investment Advisory

Education
Vanderbilt University - Owen Graduate School of Management   1984 — 1986
Master of Business Administration (M.B.A.), Accounting and Finance

The University of Texas at Austin   1979 — 1982
Bachelor of Business Administration (BBA), Finance, General

James Webber James Webber Providence, Rhode Island Area Details
James Webber's US Trust Experience March 1992 - March 2009
Job Portfolio manager at WhaleRock Point partners
Industry Investment Management
Experience
WhaleRock Point partners   March 2009 - Present
US Trust   March 1992 - March 2009
Fleet Investment Advisors  1992 - 2005
Fleet Bank  1992 - 1999

Skills
Portfolio Management, Asset Allocation, Asset Management, Fixed Income, Equities, Investment Strategies, Wealth Management, Global Asset Allocation, Investment Advisory, ETFs, Portfolio Optimization, Asset Managment, Bonds, Estate Planning, Investment Management, Fly Fishing, Fishing for Striped Bass

Education
Trinity College-Hartford   1967 — 1971
B S, Psychology

Brian M. Shaw Brian M. Shaw Boston, Massachusetts Details
Brian M. Shaw's US Trust Experience June 2011 - September 2012
Job
Industry Financial Services
Experience
Santander Bank, N.A.   May 2014 - Present
U.S. Bank   September 2012 - May 2014
US Trust   June 2011 - September 2012
Bank of America  June 2010 - June 2011
Bank of America  December 2008 - June 2010
Bank of America  March 2008 - December 2008

Skills
Finance, OFAC, KYC, Credit, Anti Money Laundering, Banking, Portfolio Management, Loans, Asset Management, Commercial Banking, Financial Reporting, Due Diligence, Mortgage Banking, Mortgage Lending, Commercial Mortgages, Legal Documentation, Private Banking, Financial Crimes..., Risk Management

Education
Suffolk University   2006 — 2010
Bachelors, Finance

Curt Biddulph Curt Biddulph Orange County, California Area Details
Curt Biddulph's US Trust Experience August 2004 - Present
Job Managing Director at US Trust
Industry Financial Services
Experience
US Trust   August 2004 - Present
Merrill Lynch  1995 - 2004

Skills
Credit, Wealth Management, Investments, Finance, Series 7, Small Business, Asset Allocation, High Net Worth..., Management, Mutual Funds

Education
Saint Lawrence University
BA

University of Wisconsin-Madison
Master's degree

Jessica Manley Jessica Manley Greater New Orleans Area Details
Jessica Manley's US Trust Experience November 2010 - November 2011
Job Connecting people to opportunities: business development, fundraising & sales
Industry Management Consulting
Experience
JCM Group   November 2010 - Present
GrowthMark   August 2013 - March 2014
PayPerks  November 2011 - February 2013
US Trust   November 2010 - November 2011
RLS Capital, Inc.   March 2010 - June 2010
One Key   April 2008 - August 2008
Elizabeth McKay  June 2007 - August 2007

Skills
Business Development, New Business Development, Marketing Strategy, Marketing, Entrepreneurship, Social Media Marketing, Strategy, Strategic Planning, Sales, Business Strategy, Social Media, Event Planning, Real Estate, Investments, Management, Customer Service, Negotiation, Salesforce.com, Small Business, Brand Management, Market Research, Product Development, Competitive Analysis, Account Management, Online Marketing, Integrated Marketing, Strategic Partnerships, Analytics, Budgets, Start-ups, Portfolio Management, Digital Marketing, Direct Marketing, Marketing Communications, Market Analysis, Email Marketing, Selling, Lead Generation, CRM, Product Management, E-commerce, Sales Management, Fundraising

Education
Tulane University - A.B. Freeman School of Business   2005 — 2009
BSM, Legal Studies in Business

Vienna University of Economics and Business   2008 — 2008
Bachelor's degree, Study Abroad Program

Kathryn Lowell Kathryn Lowell Fayetteville, Arkansas Area Details
Kathryn Lowell's US Trust Experience 1986 - 1987
Job Owner, Image Matters, Inc.
Industry Professional Training & Coaching
Experience
The Jackson House   2006 - Present
Image Matters, Inc.   2001 - Present
Carlisle Etcetera, LLC  2004 - 2012
Association of Image Consultants International  2007 - 2009
Magyar Kulkereskedelmi Bank Rt, Budapest Hungary   1993 - 1996
The Bank of New York  1987 - 1991
US Trust   1986 - 1987

Skills
Public Speaking, Personal Shopping, Wardrobe, Etiquette, Body Language, Executive Coaching, Color Analysis, Fashion, Public Relations, Styling, Apparel, Training, Wardrobe Analysis, Social Networking, Dining Etiquette, Motivational Speaking, Entrepreneurship, Business Coaching, Corporate Image, Fashion Design, Marketing, Presentation Coaching

Education
University of California, Los Angeles - The Anderson School of Management   1989 — 1991
MBA, Finance and Entrepreneurship

Yale University   1982 — 1986
Bachelor of Arts (B.A.), American Studies

Steve Solomon, CFA Steve Solomon, CFA Orange County, California Area Details
Steve Solomon, CFA's US Trust Experience April 2009 - Present
Job Wealth Management Executive
Industry Investment Management
Experience
US Trust   April 2009 - Present
First Republic Bank  June 2008 - March 2009
Bank of the West  October 2000 - June 2008
Wells Fargo  October 1998 - October 2000
Philadelphia Phillies  1992 - 1996

Skills
Asset Management, Equities, Wealth Management, Fixed Income, Valuation, Banking, High Net Worth..., Asset Allocation, Portfolio Management, Investments, Investment Management, Alternative Investments, Investment Advisory

Education
Stanford University   1988 — 1992
BA, Economics

CFA Institute
CFA Designation

Aman Kohli Aman Kohli Greater New York City Area Details
Aman Kohli's US Trust Experience March 2014 - Present
Job Investment Strategist at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   March 2014 - Present
US Trust   2011 - March 2014
Merrill Lynch  February 2006 - January 2011
Merrill Lynch  February 2005 - February 2006
Arrow Employment Agency   February 2004 - August 2004
Fabrics 4 Home   June 2002 - December 2002

Skills
Microsoft Office, Bloomberg Terminal, Photoshop, Adobe Acrobat, Mutual Funds, Bonds, Equities, Investments, Trading, Research, Series 7, Morningstar, Asset Allocation, Excel, PowerPoint, Fixed Income, Word, Equity Research, Series 63, Bloomberg

Education
State University of New York College at Old Westbury   2006 — 2008
BS, Business Management

Eric Forsyth Eric Forsyth Greater New York City Area Details
Eric Forsyth's US Trust Experience June 2006 - August 2006
Job Senior Manager, Product Marketing at TriNet
Industry Marketing and Advertising
Experience
The Kennedy Dancers   June 2015 - Present
TriNet  April 2015 - Present
TriNet  January 2014 - March 2015
Ambrose  March 2013 - December 2013
Ambrose  May 2011 - February 2013
Ambrose  May 2010 - April 2011
Ambrose  August 2009 - April 2010
S&P Capital IQ  September 2007 - July 2009
US Trust   June 2006 - August 2006
Zeta Psi Fraternity of North America, Inc.   May 2005 - August 2005

Skills
Marketing Strategy, Salesforce.com, Market Research, Business Development, PowerPoint, Integrated Marketing, Digital Marketing, B2B Marketing, Microsoft Excel, Tableau, Microsoft Word, Business Strategy, Social Media Marketing, SEO, SEM, Market Analysis, Competitive Analysis, Blogging, Microsoft CRM, Pricing Strategy, Email Marketing, Lead Generation, Marketing Automation, HubSpot, Lead Scoring, Metrics Reporting, Rebranding, PEO, Lead Nurturing, Strategy

Education
Tulane University - A.B. Freeman School of Business   2003 — 2007
Bachelor of Science in Management, Finance

Northern Highlands Regional High School   1999 — 2003
High School Diploma

Jennifer Galvagna Jennifer Galvagna Boston, Massachusetts Details
Jennifer Galvagna's US Trust Experience June 2002 - Present
Job Managing Director, Market Trust Director, US Trust Company
Industry Financial Services
Experience
US Trust   June 2002 - Present
Boston University  May 2012 - Present
Northeastern University  May 2000 - May 2011

Education
Suffolk University Law School   1995 — 1998
JD, Law

University of Massachusetts, Amherst   1990 — 1994
BA, Political Science and Government

BA/JD

Jacqueline Battista Jacqueline Battista Greater New York City Area Details
Jacqueline Battista's US Trust Experience August 2003 - August 2005
Job Investor Relations Associate at Siguler Guff & Company
Industry Venture Capital & Private Equity
Experience
Siguler Guff & Company  July 2013 - Present
Paul Capital Partners  February 2008 - July 2013
Abbott Capital Management  August 2005 - February 2008
US Trust   August 2003 - August 2005

Skills
Investor Relations, Private Equity, PowerPoint, Microsoft Excel, Microsoft Word, Alternative Investments

Education
University of Scranton   2012 — 2014
Master of Business Administration (MBA)

University at Albany, SUNY   1999 — 2003
BS, Marketing

Brian Sharpe, CFA Brian Sharpe, CFA Houston, Texas Area Details
Brian Sharpe, CFA's US Trust Experience June 2010 - Present
Job Managing Director at US Trust
Industry Investment Management
Experience
US Trust   June 2010 - Present
BlackRock  2005 - 2010
US Trust   2004 - 2005
Bear Stearns  2002 - 2004
Credit Suisse  1996 - 2002
US Army  1991 - 1994

Education
Yale School of Management   1994 — 1996
MBA, Finance

United States Military Academy at West Point   1987 — 1991
BS, Systems Engineering

Damian Facey, PMP Damian Facey, PMP Greater New York City Area Details
Damian Facey, PMP's US Trust Experience October 2011 - Present
Job Vice President, Program Management Office Government Solutions at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  January 2013 - Present
US Trust   October 2011 - Present
Bank of America  August 2006 - October 2011
Bank of America  2004 - 2006
TIG First Source  2001 - 2002

Skills
Change Management, Business Process..., Leadership, Strategy, Six Sigma, Banking, Portfolio Management, Risk Management, Process Improvement, Relationship Management, Business Analysis, Financial Analysis

Education
The University of Salford   2002 — 2003
Masters of Business Administration, International Business

University of Houston   1998 — 2000
B.A., Management, Psychology

Jane Short, CFP ® Jane Short, CFP ® Norfolk, Virginia Details
Jane Short, CFP ®'s US Trust Experience November 2012 - Present
Job Senior Vice President, Private Client Advisor at U.S. Trust
Industry Financial Services
Experience
US Trust   November 2012 - Present
UBS Financial Services Inc  September 1996 - November 2012
Polo Ralph Lauren  September 1988 - June 1995

Education
Sweet Briar College
Bachelor of Arts, English

Wharton School, University of Pennsylvania
Investment Management Growth Program

Old Dominion University - College of Business and Public Administration
Executive Development Center, Professional Financial Planner

Leigh H. Weiss Leigh H. Weiss Greater New York City Area Details
Leigh H. Weiss's US Trust Experience 1993 - 2007
Job Managing Director, Endowments & Foundations at Wilmington Trust
Industry Investment Management
Experience
Wilmington Trust  2010 - Present
Bank of America  2007 - 2010
US Trust   1993 - 2007
Goldman Sachs  1981 - 1993
Oppenheimer & Co.   1977 - 1979

Education
The University of Chicago Booth School of Business   1979 — 1981
MBA, Finance and Accounting

University of Pennsylvania - The Wharton School   1973 — 1977
B.S. in Economics, Finance

Jason McCormack Jason McCormack Greater New York City Area Details
Jason McCormack's US Trust Experience December 2010 - Present
Job Family Office Analyst at US Trust
Industry Retail
Experience
US Trust   December 2010 - Present
Wallen's Market   June 2004 - November 2010
Janney Montgomery Scott  September 2009 - December 2009

Education
St. Joseph's College   2006 — 2010
BA, Business Administration, Concentration in Finance & Minor in Economics

Nicole Suresky Nicole Suresky Greater New York City Area Details
Nicole Suresky's US Trust Experience March 2005 - November 2007
Job Vice President, Regional Marketing Manager, Northeast at Wells Fargo Wealth Management
Industry Marketing and Advertising
Experience
Wells Fargo Wealth Management  July 2011 - Present
UBS Investment Bank  August 2010 - July 2011
theeventcatalyst   November 2007 - August 2010
US Trust   March 2005 - November 2007
U.S. Trust, Bank of America Wealth Management   2006 - 2007
TheStreet.com  March 2001 - March 2005

Skills
Marketing, Event Management, New Business Development, Strategic Planning, Marketing Communications, Strategy, CRM, Management, Sponsorship, Entertainment, Leadership

Education
Syracuse University   1990 — 1994
Bachelor of Science (BS)

Annie Kim Annie Kim San Francisco Bay Area Details
Annie Kim's US Trust Experience December 2010 - July 2014
Job Corporate Account Manager, North America at Ten Group
Industry Financial Services
Experience
Ten Group  September 2014 - Present
US Trust   December 2010 - July 2014
Bank of America  January 2010 - December 2010
Stanley C. Pollock, CPA   January 2009 - April 2009
Bank of America  2006 - 2008
The Kim Insurance Agency   November 2004 - June 2006

Skills
High Net Worth..., Private Banking, Superior Client Service, Lines Of Credit, Credit, Siebel, CRM, Microsoft Office, APX, Risk Management, Investments, Data Entry, Management, Account Management, Time Management, Corporate Finance, Teamwork, Accounting, Customer Service, Spreadsheets, Sales, Customer Retention, Relationship Management, Wealth Management, Loans, Client Services

Education
University of California, Berkeley

연세대학교 / Yonsei University

Joseph Juliano Joseph Juliano Greater New York City Area Details
Joseph Juliano's US Trust Experience September 1981 - August 2008
Job Financial Services Professional
Industry Financial Services
Experience
Trust  2009 - 2014
US Trust   September 1981 - August 2008

Skills
Asset Managment, Financial Analysis, Banking, Account Reconciliation, Accounts Payable, Financial Accounting, Financial Services, Corporate Finance, Analysis, Capital Markets, Wealth Management, Strategic Financial..., Variance Analysis, Securities, Mutual Funds, Financial Reporting, Financial Modeling, Investments, Cash Management, Budgets, Fixed Income, Asset Management, Risk Management, Financial Risk, Accounting, Equities, Credit, Forecasting, Payments, Portfolio Management, Finance, Managerial Finance, Mergers & Acquisitions, Due Diligence, Process Improvement, Private Equity, Hedge Funds, Alternative Investments, Series 7, Wealth Management..., Bloomberg, Investment Advisory, Loans, Derivatives, Relationship Management, Asset Allocation, Executive Management, Trading, Investment Banking, Options

Education
State University of New York - System   1985 — 1989
BA, Accounting

Vivienne Hsu, CFA Vivienne Hsu, CFA San Francisco Bay Area Details
Vivienne Hsu, CFA's US Trust Experience September 2012 - August 2015
Job Fin Tech Entrepreneur
Industry Financial Services
Experience
US Trust   September 2012 - August 2015
Charles Schwab Investment Management  August 2004 - August 2011
American Century Investments  August 1997 - August 2004
Barra  April 1993 - August 1997
Lawrence Johnson and Associates   1991 - 1992

Skills
Client Communications, Board Presentations, Investment Strategies, Product Strategy, Product Management, Portfolio Management, Investments, Equities, Alternative Investments, Asset Management, Asset Managment, Wealth Management, Mutual Funds, Asset Allocation

Education
University of California, Berkeley - Walter A. Haas School of Business   1999 — 2001
MBA

University of California, Berkeley   1987 — 1991
AB, Applied Mathematics

Lewis Gregory Lewis Gregory Kansas City, Missouri Area Details
Lewis Gregory's US Trust Experience April 2011 - Present
Job U.S. Trust Private Client Advisor
Industry Investment Management
Experience
US Trust   April 2011 - Present
Midwest Philanthropic & Institutional Services at Midwest Trust/FCI   July 2008 - April 2011
Merrill Lynch  April 1997 - May 2008
Bank of America  March 1988 - April 1997
IBM  December 1976 - December 1980
Delta Upsilon International Fraternity  1975 - 1976

Skills
Asset Allocation, Investments, Estate Planning, Wealth Management, Series 7, Trust Services, Investment Management, Investment Advisory, Trusts, Strategic Financial..., Wealth Management..., Asset Managment, Retirement, High Net Worth..., Securities, Series 63, Finance, Equities, Philanthropy, Financial Analysis, Portfolio Management, Insurance, Financial Services, Investment Strategies, Financial Advisory, Asset Management, IRAs, Wealth, Banking, Loans, Private Banking, Alternative Investments, Fixed Income, Mutual Funds, Uniform Combined State...

Education
Washburn University School of Law   1980 — 1983
JD

The University of Kansas   1971 — 1975
BA, Communications

Mary Kazlusky Mary Kazlusky Greater Seattle Area Details
Mary Kazlusky's US Trust Experience December 1998 - December 2005
Job Senior Trust Administrator (retired)
Industry Financial Services
Experience
Wells Fargo  January 2012 - January 2014
Wells Fargo  January 2012 - December 2013
Wells Fargo  May 2010 - January 2012
Laird Norton Tyee  April 2006 - March 2009
US Trust   December 1998 - December 2005
Rotary Club of Orchid Island   2001 - 2005
SunTrust Bank  October 1995 - December 1998

Skills
Wealth Management, Retirement Planning, Account Management, Performance Improvement, Estate Planning, Event Planning, Fixed Income, Teaching, Securities, Strategic Financial..., Philanthropy, Portfolio Management, Risk Management, Asset Allocation, Wealth, Fundraising, Nonprofits, Series 7, Investments

Education
National Graduate Trust School   2002 — 2004
Graduated with Honors, Trust and Estate Administration

Florida Graduate Trust School   1999 — 2001
Graduated with Honors, Trust & Estate Administration

Syracuse University   1975 — 1979
PhD candidate, Instructional Design, Development and Evaluation

University of Massachusetts, Amherst   1968 — 1970
MS, Human Movement Studies

University of Michigan   1961 — 1965
BS, Physical Education

Joseph C Mattina Joseph C Mattina Greater New York City Area Details
Joseph C Mattina's US Trust Experience July 1997 - October 2000
Job Chief Auditor at Icahn Enterprises, LP
Industry Venture Capital & Private Equity
Experience
XO Communications  August 2012 - Present
Icahn Enterprises LP   January 2006 - Present
Philips Services Corporation   January 2008 - July 2010
ING  October 2000 - December 2005
US Trust   July 1997 - October 2000
The Chase Manhattan Bank  July 1995 - June 1997

Skills
Internal Audit, Auditing, Internal Controls, US GAAP, Financial Reporting, Accounting, Risk Assessment, Enterprise Risk..., Sarbanes-Oxley Act, IT Audit, SEC filings, Finance, Sarbanes-Oxley

Education
Saint John's University - Peter J. Tobin College of Business   1996 — 1998
Master of Business Administration, Finance

Saint John's University
Bachelor of Science, Accounting

Matthew Lehrmann Matthew Lehrmann San Francisco Bay Area Details
Matthew Lehrmann's US Trust Experience 2011 - Present
Job VP, Private Client Advisor at US Trust
Industry Investment Management
Experience
US Trust   2011 - Present
AllianceBernstein - Bernstein Global Wealth Management, Financial Services/Wealth Management   February 2010 - August 2011
Citi-Smith Barney/Citi-Personal Wealth Management, Financial Services/Wealth Management   April 2008 - February 2010
Jones Equity Partners, Private Equity   June 2006 - March 2008

Skills
Wealth Management, Alternative Investments, Asset Management, Financial Planning, Series 7, Strategic Financial..., Investment Strategies, Investment Management

Education
University of California, Santa Barbara
B.A, Law and Society (Pre-Law) program; Economics

Ross Breslin Ross Breslin Washington, District Of Columbia Details
Ross Breslin's US Trust Experience April 2014 - Present
Job Officer, Portfolio Manager Associate at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   April 2014 - Present
US Trust   October 2012 - March 2014
Costar Group  March 2012 - October 2012
CoStar Group  July 2011 - October 2012
TD  March 2005 - January 2012

Skills
Commercial Real Estate, Sales, Portfolio Management, Salesforce.com, Customer Service, Financial Analysis, Financial Risk, Finance, Investment Portfolio, Equity Research, Fixed Income, Banking, Investments, Asset Management

Education
The Catholic University of America   2007 — 2011
BSBA, Finance

Southington High School   2003 — 2007

Marley Williams, CFA Marley Williams, CFA New Haven, Connecticut Details
Marley Williams, CFA's US Trust Experience October 1989 - Present
Job Senior Vice President and Senior Portfolio Manager at US Trust
Industry Financial Services
Experience
US Trust   October 1989 - Present
The Hartford  1987 - 1989
Mass Mutual  1984 - 1987

Skills
Comprehensive Wealth...

Education
University of California, Santa Barbara   1977 — 1981
BA, Business Economics

David DeStefano David DeStefano Greater New York City Area Details
David DeStefano's US Trust Experience July 2012 - Present
Job Trust Administrative Officer at US Trust
Industry Investment Management
Experience
US Trust   July 2012 - Present
The College of New Jersey  August 2011 - May 2012
The College of New Jersey, Athletic Dept.   September 2008 - May 2012
Bank of America Merrill Lynch  June 2011 - August 2011
US Trust   June 2011 - August 2011
Trenton Steel   March 2011 - June 2011
The College of New Jersey  August 2009 - May 2011
CME Group  January 2011 - March 2011
U.S. Secret Service   June 2010 - July 2010
Best Buy  October 2007 - May 2008

Skills
Arabic, Personal Finance, Investment Strategies, Options, Cost Efficiency, Morningstar, Bloomberg Terminal, PortView, Excel, Crisis Management, Capital Budgeting, Cultural Diversity, Microsoft Office, Mac OS X

Education
The College of New Jersey   2008 — 2012
Bachelor of Science, International Business, Pre-Law, Arabic & Islamic Studies

David Miracle, CFA David Miracle, CFA Houston, Texas Area Details
David Miracle, CFA's US Trust Experience July 2013 - Present
Job Portfolio Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   July 2013 - Present
US Trust   October 2011 - July 2013
US Trust   August 2010 - October 2011
Ecclesia   February 2010 - June 2010
Chitty and Miracle LLC   June 2009 - September 2009
American Bank of Commerce  February 2008 - May 2008

Skills
Discounted Cash Flow..., Linear Regression, Trust Management, Investments, Credit Analysis, Economic Research, Portfolio Management, Asset Allocation, Financial Analysis, Factset, Asset Management, Wealth Management, Asset Managment, Equities, Finance, Due Diligence, Investment Management, Valuation, DCF, Securities, Financial Modeling

Education
University of Illinois at Urbana-Champaign   2008 — 2009
Masters, Finance

Texas Tech University - Rawls College of Business   2003 — 2007
B.B.S. Finance + B.B.S. Economics, Finance and Economics

Keith Laycock Keith Laycock Dallas/Fort Worth Area Details
Keith Laycock's US Trust Experience March 1999 - December 2011
Job Senior Managing Director Wealth Advisory at Northern Trust
Industry Investment Management
Experience
Northern Trust  May 2013 - Present
Bank of Texas  March 2012 - April 2013
US Trust   March 1999 - December 2011
Sanford C. Bernstein  August 1995 - March 1999
Southwest Corporate Federal Credit Union  August 1990 - August 1995

Skills
Portfolio Management, Asset Allocation, Tactical Asset..., Comprehensive Wealth..., Investment Management, Finance, Wealth Management, Wealth Management..., Mutual Funds, Investments, Leadership, Wealth, Management, Alternative Investments, Investment Advisory, Asset Management, High Net Worth...

Education
Texas Tech University
MBA

The University of Texas at Austin
BBA, Finance

Jessica Crespo Jessica Crespo Greater New York City Area Details
Jessica Crespo's US Trust Experience May 2013 - September 2014
Job CSSO II @ US TRUST
Industry Investment Banking
Experience
US Trust, Bank Of America PWM   September 2014 - Present
US TRUST   May 2013 - September 2014
Bank of America  October 2006 - April 2013

Skills
Banking, Risk Management, Retail Banking, Wealth Management..., Wealth Management, High Net Worth..., Private Banking, Trust Services, Event Planning, Retail Sales, Administrative..., Financial Services, Mortgage Lending, Retirement Planning, Equities, Asset Management, Relationship Management, Cross Selling, Loans, Financial Markets, Credit, Consumer Lending, Wealth, Financial Structuring, FX Options, Investment Banking, Investment Management, ETFs, Operational Risk, Loan Origination, Financial Risk, Lines Of Credit, Commercial Lending, Investment Advisory, Mutual Funds, Portfolio Management

Education
Penn Foster
Certified Bridal Consultant/ Event Planner

Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Business Administration (BBA), Business and Personal/Financial Services Marketing Operations

Union County College
Business Administration, Management and Operations

Elizabeth Hetrick Elizabeth Hetrick San Antonio, Texas Area Details
Elizabeth Hetrick's US Trust Experience August 2004 - June 2011
Job Senior Vice President, Wealth Advisor Team Manager at Broadway Bank
Industry Financial Services
Experience
Broadway Bank  April 2014 - Present
Broadway Bank  August 2011 - April 2014
US Trust   August 2004 - June 2011
Bexar County Probate Court #2   December 2000 - July 2004
Cauthorn, Hale, Hornberger, Fuller, Sheehan, Becker & Beiter   May 1999 - November 2000
Bexar County Probate Court #2   August 1996 - April 1999

Skills
Asset Allocation, Banking, Investments, Loans, Real Estate, Tax, Trusts, Wealth Management...

Education
St. Mary's University   1993 — 1996
MBA, Business Administration and Management, General

St. Mary's University School of Law   1993 — 1996
J.D.

Texas A&M University   1987 — 1991
BBA, Management & Marketing

Jeffrey Englander Jeffrey Englander Greater New York City Area Details
Jeffrey Englander's US Trust Experience 1998 - 2004
Job SVP, Senior Research Analyst at GE Capital
Industry Investment Management
Experience
GE Capital  June 2010 - Present
Standard and Poor's  January 2007 - June 2010
America's Growth Capital  June 2005 - March 2006
Kaufman Bros.,   2004 - 2005
US Trust   1998 - 2004
Salomon Smith Barney  1996 - 1998
Nasdaq  1987 - 1992
Nasdaq  1987 - 1992

Skills
Due Diligence, Portfolio Management, Risk Management, Equities, Financial Risk, Strategic Planning, Analysis, Financial Modeling, Capital Markets, Finance

Education
University of Maryland - Robert H. Smith School of Business   1989 — 1994
MBA

The George Washington University   1981 — 1985
B.A.

April Sanderson April Sanderson Portland, Oregon Details
April Sanderson's US Trust Experience June 1994 - July 2007
Job Regional Director at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo  July 2007 - Present
US Trust   June 1994 - July 2007
First Interstate  July 1991 - June 1994
Wells Fargo  April 1987 - May 1991

Skills
Estate Planning, Wealth Management, Asset Allocation, Investment Advisory, Retirement Planning, High Net Worth..., Retirement, Asset Management, Wealth Management..., Alternative Investments, Wealth, Investment Strategies, Mutual Funds, Investment Management, Portfolio Management

Education
Pacific Coast Banking School

UCLA
Bachelor of Arts (B.A.), Political Science and Government

Kerby Wallick, CFA Kerby Wallick, CFA Greater Grand Rapids, Michigan Area Details
Kerby Wallick, CFA's US Trust Experience August 2010 - July 2012
Job Chief Investment Strategist at StreamSong Advisors, LLC
Industry Investment Management
Experience
StreamSong Advisors, LLC   September 2014 - Present
PNC Wealth Management  July 2012 - July 2014
US Trust   August 2010 - July 2012
Legacy Trust  March 2006 - August 2010
Fifth Third Bank  February 1996 - March 2006
FirstMerit Bank  1991 - 1996

Skills
Wealth Management, Portfolio Management, Investments, Asset Allocation, Asset Management, Investment Advisory, Mutual Funds, High Net Worth..., Investment Management, Investment Strategies, Estate Planning, Alternative Investments, Asset Managment, Financial Analysis, Strategic Financial..., Wealth Management..., Retirement Planning, Equities, Equity Research, Financial Planning, Financial Advisory, Finance, Wealth, Securities, Financial Services

Education
The University of Akron   1985 — 1989
Bachelor of Science (B.S.) with Honors, Finance, General

Jennifer Cephus Jennifer Cephus Stamford, Connecticut Details
Jennifer Cephus's US Trust Experience October 2010 - Present
Job Private Client Manager at US Trust
Industry Banking
Experience
US Trust   October 2010 - Present
Bank of America Merrill Lynch  March 2008 - October 2010
Bank of America  February 2004 - March 2008
Bank of America  August 2000 - April 2001
Philip Morris International  August 1995 - June 1997

Skills
Wealth Management, Banking, Credit, Estate Planning, Financial Services, Mortgage Lending, Series 7, Loans, High Net Worth..., Asset Management, Wealth Management..., CRM, Leadership, Accounting, Sales, Insurance, Trading, Finance, Relationship Management, Investments

Education
University of Maryland University College   2007 — 2009
Master, Business Administration

State University of New York at Albany   1991 — 1995
BA, American History

Patricia Marcin Patricia Marcin Greater New York City Area Details
Patricia Marcin's US Trust Experience March 1996 - August 1998
Job Partner at Farrell Fritz, P.C.
Industry Law Practice
Experience
Farrell Fritz, P.C.   September 1998 - Present
US Trust   March 1996 - August 1998
Shearman & Sterling  September 1985 - March 1996

Skills
Trusts, Wills, Estate Planning, Estate Administration, Estate Law, Estate Tax Planning, Tax, Tax Law, Litigation, High Net Worth..., Corporate Law, Guardianship, Trust Management, Preparation of Wills, estate taxation, Probate, Probation, Courts, Legal Research, Legal Writing

Education
Touro College Jacob D. Fuchsberg Law Center   1982 — 1985
JD

SUNY at Stony Brook   1978 — 1981
BA, Psychology

Domenick Pugliese Domenick Pugliese Greater New York City Area Details
Domenick Pugliese's US Trust Experience 2003 - 2004
Job Investment Management Partner at Paul Hastings
Industry Law Practice
Experience
Paul Hastings  October 2004 - Present
US Trust   2003 - 2004
Alliance Capital  1995 - 2003
Prudential Mutual Fund Management   1992 - 1995

Skills
Mutual Funds, Hedge Funds, ETFs, Investment Advisory..., Investment Management, Securities, Alternative Investments, Asset Managment, Equities, Securities Regulation, Investments, Investment Advisory

Education
The George Washington University Law School   1983 — 1986
JD

Half Hallow Hills

Half Hallow Hills

Peter Albanese Peter Albanese Greater Boston Area Details
Peter Albanese's US Trust Experience December 1994 - March 2003
Job Senior Portfolio Manager, Quantitative Strategies at Columbia Management
Industry Financial Services
Experience
Columbia Management  August 2014 - Present
Society of Quantitative Analysts   May 2008 - Present
Kinetic  2014 - 2015
Kinetic  2014 - 2015
Robeco Investment Management  March 2003 - June 2013
US Trust   December 1994 - March 2003
Kidder Peabody  March 1991 - December 1994

Skills
Fixed Income, Equities, Portfolio Management, Asset Managment, Asset Management, Hedge Funds, Alternative Investments, Derivatives, Asset Allocation, Investment Management, Investment Strategies, Investments, Quantitative Finance, Bloomberg, Quantitative Analytics, Equity Research, Financial Markets

Education
New York University - Leonard N. Stern School of Business   1993 — 1996
MBA, Finance/Statistics

Stony Brook University   1987 — 1991
BS, Computer Science

Heather Coleman-Otuyelu Heather Coleman-Otuyelu Greater New York City Area Details
Heather Coleman-Otuyelu's US Trust Experience 2007 - 2007
Job Owner of HLC Career Support Services
Industry Human Resources
Experience
HLC Career Support Services   April 2013 - Present
BlackRock  April 2011 - March 2013
BlackRock  October 2010 - April 2011
TIAA-CREF  October 2007 - February 2010
US Trust   2007 - 2007
TransPerfect Translations  2007 - 2007
WPP  2006 - 2007
W.P. Carey   2001 - 2005

Skills
Human Resources, Talent Acquisition, Onboarding, Applicant Tracking..., Talent Management, Recruiting, Taleo, Financial Services

Education
The Boston Conservatory   1997 — 1999
Masters Degree, Music

Rhodes College   1993 — 1997
B.A., Music

Ramzey Khoury Ramzey Khoury Houston, Texas Area Details
Ramzey Khoury's US Trust Experience June 2011 - April 2015
Job Portfolio Manager Associate
Industry Financial Services
Experience
US Trust   June 2011 - April 2015
BNY Mellon  October 2007 - June 2011
BNY Mellon  October 2006 - October 2007
Citigroup  May 2005 - September 2006
Merrill Lynch  September 2004 - May 2005
RUBICON TECHNOLOGY GROUP   December 2003 - August 2004

Skills
Bloomberg, Financial Modeling, Excel, Options, Stata, Portfolio Management, Risk, Cash Flow, Financial Analysis, Equities, Valuation, Asset Management, Investments, Microsoft Office, Asset Allocation, Securities, Customer Relations, Client Service, Mutual Funds, Fixed Income, Wealth Management, Derivatives, Factset, Bonds, Strategic Planning, Trading, Corporate Finance, Alternative Investments, Finance, Banking, Financial Advisory, Data Analysis, Credit Analysis, Credit Risk, Bloomberg Terminal, Retirement Planning, CDO, Wealth Management..., Investment Management, Investment Strategies, ETFs, Equity Valuation, Investment Advisory, Financial Statement..., CDS, Financial Services, Strategic Financial..., Capital Markets, Credit, Microsoft Excel

Education
Tulane University   2010 — 2011
Master, Finance

University of St. Thomas   2004 — 2006
Master of Business Administration, Finance

University of St. Thomas (TX)
Bachelor of Arts (BA), Mathematics, 3.3

Thomas Shovan Thomas Shovan Greater Minneapolis-St. Paul Area Details
Thomas Shovan's US Trust Experience 2010 - 2011
Job Regional Sales Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2012 - Present
Columbia Management (Ameriprise Financial)   2011 - 2012
US Trust   2010 - 2011
Charles Schwab & Company  2005 - 2009
Morgan Stanley Dean Witter  2002 - 2005
Deutsche Bank /National Discount Brokers   2000 - 2001

Skills
Asset Management, Wealth Management, Asset Allocation, Sales Management, Account Management, Valuation, Technical Analysis, Compliance, Investments, Retirement Planning, Portfolio Management, Investment Advisory, New Business Development, Investment Strategies, Financial Planning, Alternative Investments, Mutual Funds, Wealth, Hedge Funds, Customer Relations, Due Diligence, Consultative Selling, Negotiation, Retirement, Sales Process, Key Account Management, Financial Modeling, Solution Selling, Asset, Equities, Industry Analysis, Retirement Income..., Risk Management, Equity Research, Private Equity, Investment Policy, Financial Advice, Private Wealth..., Portfolios, Series 7, High Net Worth...

Education
State University of New York College at Plattsburgh
B.S, Accounting and Business

Dave Niebuhr Dave Niebuhr Greater Los Angeles Area Details
Dave Niebuhr's US Trust Experience October 1988 - February 1994
Job Independent Financial Services Professional
Industry Financial Services
Experience
US Trust   October 1988 - February 1994
Scudder Stevens and Clark  1974 - 1983

Skills
Equities, Investment Banking, Investments, Portfolio Management

Education
Stanford University   1965 — 1969
M.S.

Stanford University Graduate School of Business   1964 — 1966
MBA

Dan Zaveckas Dan Zaveckas Greater New York City Area Details
Dan Zaveckas's US Trust Experience 2004 - 2009
Job Vice President Branch Manager at Astoria Bank
Industry Banking
Experience
Astoria Bank  December 2014 - Present
Citi  2012 - 2014
BNY Mellon  2009 - 2011
US Trust   2004 - 2009
JPMorgan Chase  2003 - 2004
Quick & Reilly  1999 - 2003
Dreyfus  1990 - 1999

Skills
Leadership, Performance Improvement, 360 Feedback, Change Management, Training Facilitation, Training, Coaching, Management, Instructional Design, DDI Targeted Selection..., Formerly licensed..., Formerly licensed..., Insurance, Onboarding, Time Management, CRM, Performance Consulting, Employee Engagement, Workshop Facilitation, Banking, Organizational..., Program Management, Executive Coaching, Portfolio Management, Financial Services, Sales, Strategy, Performance Management

Education
State University of New York College at Geneseo   1983 — 1987
BA, Speech Communication

Art Bowers Art Bowers Greater New York City Area Details
Art Bowers's US Trust Experience 1984 - 1993
Job Lead Business Analyst at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions  June 2000 - Present
Broadridge Financial Solutions, Inc. formerly ICI/ADP Brokerage Services   January 2007 - July 2013
Bank of Americca   March 1996 - January 1999
U. S. Trust Company   April 1985 - January 1994
Resolution Trust Corporation  1993 - 1994
US Trust   1984 - 1993
Manufacturers Hanover Trust  1973 - 1984

Skills
Business Analysis, Leadership, Data Center, Fixed Income, Financial Services, SDLC, Equities, Capital Markets, Securities, Risk Management, Derivatives, Requirements Gathering, Investment Banking, Banking, Business Requirements, Requirements Analysis, Portfolio Management, PMO, Vendor Management, Software Project...

Education
B.A.I School at University of Wisconsin   1976 — 1979
High Honors Graduate, Controllership

Temple University - Fox School of Business and Management   1968 — 1972
MBA, Finance - Cost Accounitng

New York University - Leonard N. Stern School of Business   1963 — 1966
B.S, Finance

Bruce Marsden Bruce Marsden Greater New York City Area Details
Bruce Marsden's US Trust Experience November 2004 - June 2007
Job Internal Auditor at Riverside Research
Industry Financial Services
Experience
Riverside Research Institute  November 2010 - Present
Global Atlantic Partners LLC  2010 - 2014
Global Atlantic Partners LLC  2010 - 2014
Global Atlantic Partners LLC  2010 - 2014
U.S. Trust Bank of America Private Wealth Management   July 2007 - April 2009
Hostelling International USA  November 1999 - November 2008
US Trust   November 2004 - June 2007
Schwab Soundview Capital Markets  April 2004 - October 2004
Schwab Soundview Capital Markets  June 1999 - March 2004
Charles Schwab  November 1996 - May 1999

Skills
Financial Modeling, Financial Analysis, SEC filings, Strategy, Mergers & Acquisitions, Investor Relations, Sarbanes-Oxley Act, Finance, Strategic Planning, Start-ups, Internal Audit, Analysis, Auditing, Accounting

Education
New York University - SCPS   2009 — 2010
Certificate in Real Estate Finance & Investment

University of California, Berkeley, Haas School of Business   1975 — 1977
MBA, Accounting

University of California, Berkeley   1973 — 1975
BS, Business Administration

Angelo Riccardelli Angelo Riccardelli Greater New York City Area Details
Angelo Riccardelli's US Trust Experience 2003 - 2004
Job Temporary Employee at Royal Bank of Scotland
Industry Accounting
Experience
Royal Bank of Scotland  August 2009 - Present
Private Client Resources, LLC  April 2009 - June 2009
US Trust   2003 - 2004

Skills
Accounting

Education
The University of Connecticut School of Business   2001 — 2005
Bachelors, Accounting

Gregory Robitshek, CFA Gregory Robitshek, CFA Greater Los Angeles Area Details
Gregory Robitshek, CFA's US Trust Experience November 2004 - January 2006
Job Vice President Trader/Analyst at NWQ Investment Mangement/Nuveen Investments
Industry Investment Management
Experience
NWQ Investment Mangement/Nuveen Investments   March 2011 - Present
Nuveen Investments  September 2007 - March 2011
City National Asset Management   April 2006 - August 2007
US Trust   November 2004 - January 2006
Banc of America Capital Management  July 2003 - November 2004
Banc of America Capital Management  May 2000 - June 2003
Milken Institute  May 1998 - May 2000

Skills
Fixed Income, Portfolio Management, Bonds, Financial Analysis, Trading, Credit Analysis, Economics, High Yield, Equities, Investment Management, Strategy, Analysis, Investment Strategies, Financial Modeling, Relationship Management, Quantitative Analytics, Equity Research, Hedging, Competitive Analysis, Derivatives

Education
UCLA Anderson School of Management   2003 — 2006
MBA

Washington University in St. Louis   1994 — 1998
BA

Wendy Cowen Wendy Cowen Houston, Texas Details
Wendy Cowen's US Trust Experience March 2012 - Present
Job U. S. Trust Bank of America Private Wealth Management
Industry Banking
Experience
US Trust   March 2012 - Present
Bank of America  June 2010 - March 2012
Junior League of Phoenix   May 2009 - February 2010
Arizona Senate  January 2008 - February 2010
Texas Senate  December 2006 - November 2007
Texas Senate  October 2004 - September 2006
Texas Department of Transportation  September 2000 - October 2004
Texas Senate  August 1997 - September 2000
YoungLife Austin   April 1997 - August 1997
Texas Senate  November 1996 - June 1997

Education
The University of Texas at Austin   1991 — 1997
BA

Humble High School   1988 — 1991
Honors

Janet McGrath Janet McGrath Greater New York City Area Details
Janet McGrath's US Trust Experience 1996 - 2000
Job Director, Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  January 2000 - Present
US Trust   1996 - 2000
Chemical Bank/Chase   1987 - 1996

Education
State University of New York - System

Jennifer De Lotto Jennifer De Lotto Greater New York City Area Details
Jennifer De Lotto's US Trust Experience September 2003 - October 2006
Job Vice President/Associate Banker Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank  October 2006 - Present
US Trust   September 2003 - October 2006

Skills
Series 7, Wealth Management

Education
Syracuse University   1999 — 2003
Bachelor of Science (BS), Marketing and Advertising

Andrew Hibbert Andrew Hibbert Greater New York City Area Details
Andrew Hibbert's US Trust Experience January 2015 - Present
Job Senior Vice President, Portfolio Manager at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   January 2015 - Present
U.S. Trust   August 2013 - January 2015
US Trust   August 2012 - July 2013
US Trust   May 2011 - July 2012
The Aldrich Group   August 2008 - May 2011
Reed Exhibitions  February 2007 - July 2008
Reed Exhibitions  November 2001 - January 2007
Reed Exhibitions  September 2000 - October 2001

Skills
Entrepreneurship, Strategy, CRM, Business Development, Management, Market Research, Mergers & Acquisitions, Portfolio Management, Marketing, Lead Generation, Business Planning

Education
The University of Connecticut School of Business   2005 — 2008
MBA, Finance

Western Connecticut State University   1996 — 2000
BBA, Marketing

Brien McMahon   1992 — 1996
High School

Marc Broderick Marc Broderick Washington D.C. Metro Area Details
Marc Broderick's US Trust Experience February 2013 - Present
Job Senior Vice President Private Client Advisor, US Trust
Industry Financial Services
Experience
US Trust   February 2013 - Present
George Mason University  October 2007 - January 2013
Temple University  August 2002 - October 2007
Emory University  August 1997 - July 2002
George Washington University  June 1995 - August 1997
Georgetown Preparatory School  March 1994 - June 1995

Skills
Fundraising, Nonprofits, Public Speaking, Community Outreach, Non-profits, Non-profit Board..., Non-profit Leadership, Grant Writing, Annual Giving, Grants, Philanthropy, Policy Analysis, Program Development, Strategic Planning, Volunteer Management, Higher Education, Event Planning, Program Management

Education
The George Washington University   1989 — 1993
BS, Criminal Justice

Victoria Angerthal Victoria Angerthal Greater New York City Area Details
Victoria Angerthal's US Trust Experience May 2003 - June 2008
Job Associate Consultant at Ascendant Compliance Management
Industry Financial Services
Experience
Ascendant Compliance Management  March 2015 - Present
Williams, Jones & Associates   February 2013 - June 2014
Estabrook Capital Management LLC  June 2008 - February 2013
US Trust   May 2003 - June 2008
AXA Equitable  2000 - 2003

Education
State University of New York College at Cortland   1992 — 1996
Bachelor of Science (B.S.), Economics and Management Science

Adam Pennacchio, CIMA Adam Pennacchio, CIMA Boston, Massachusetts Details
Adam Pennacchio, CIMA's US Trust Experience June 2006 - September 2007
Job Business Development
Industry Financial Services
Experience
Clough Capital Partners, L.P.   May 2014 - Present
Compass Investors   January 2011 - Present
GrooveHQ   January 2013 - April 2014
Merrill Lynch  September 2007 - December 2012
US Trust   June 2006 - September 2007

Skills
Alternative Investments, Hedge Funds, Lead Generation, Entrepreneurship, Start-ups, Series 7, Portfolio Management, Marketing, Sales&Marketing, Investments, Management, Private Equity, CRM, Customer Acquisition, SaaS, Equities, Asset Management, Capital Markets

Education
Union College   2001 — 2005
Bachelor of Arts (B.A.), Economics

Moses Brown

Thomas Assad Thomas Assad Greater Boston Area Details
Thomas Assad's US Trust Experience RMU.S. Trust2005 - Present
Job VP at US Trust
Industry Consumer Services
Experience
US Trust   RMU.S. Trust2005 - Present
US Trust   2005 - Present
US TRust Company  2005 - Present

Education
Tufts University - The Fletcher School of Law and Diplomacy   1985 — 1987

Kathleen DiDomenico Kathleen DiDomenico Greater New York City Area Details
Kathleen DiDomenico's US Trust Experience 1994 - 1995
Job Vice President at J.P. Morgan
Industry Information Technology and Services
Experience
JPMorgan Chase & Co.   March 2015 - Present
FolioDynamix  October 2008 - March 2015
JP Morgan Chase  April 2006 - October 2008
JP Morgan Chase  January 2002 - April 2006
Citigroup  July 2001 - December 2001
Inernet Access Methods   1999 - 2000
Robertson, Stephens & Co.   1997 - 1998
US Trust   1994 - 1995
Capgemini  1992 - 1994
IBM  1986 - 1992

Skills
SDLC, Fixed Income, Equities, Requirements Analysis, Portfolio Management, Financial Services, Software Project..., Asset Management, Java Enterprise Edition, Agile Methodologies, Requirements Gathering, Trading, Oracle, SQL, Wealth Management, JMS, Trading Systems, Websphere, Business Analysis

Education
Texas A&M University   1982 — 1986
BBA, Business Analysis

Chris Pineno Chris Pineno Charlotte, North Carolina Area Details
Chris Pineno's US Trust Experience 2010 - Present
Job Managing Director at US Trust
Industry Investment Management
Experience
US Trust   2010 - Present
Columbia Management  1999 - 2010
TradeStreet Investment Associates   1997 - 1999
NationsBank Investment Management   1995 - 1997

Skills
Mutual Funds, Portfolio Management, Emerging Markets, Equity Research, Equities, Alternative Investments, Asset Allocation

Education
The College of William and Mary - The Mason School of Business   1993 — 1995
Master of Business Administration (M.B.A.), Finance

University of Virginia   1986 — 1990
Bachelor of Arts (B.A.), Rhetoric and Communication Studies

Edward Standley Edward Standley Dallas/Fort Worth Area Details
Edward Standley's US Trust Experience 2010 - 2013
Job Crossing Rocks Energy
Industry Oil & Energy
Experience
Crossing Rocks Energy   2015 - Present
Jetta Operating Company  2013 - 2014
US Trust   2010 - 2013
Four Oaks Energy   2002 - 2010
National Aeronautics and Space Administration  1999 - 2002
U. S. House of Representatives   1995 - 1999

Skills
Natural Gas, Energy, Petroleum, Due Diligence, Gas, Oil/Gas, Contract Negotiation, Mergers, Contract Management, Negotiation, Energy Industry, Leases, Strategic Planning, Joint Ventures, Business Development, Mergers & Acquisitions, Real Estate, Risk Management, Operations Management, Asset Management, Financial Modeling, Minerals, Upstream, Pipelines, Valuation, Oil & Gas Industry, Oil & Gas

Education
The Johns Hopkins University   1996 — 1997
Economics

Texas A&M University   1991 — 1995
Political Science and Government

Eric Overgard Eric Overgard Greater New York City Area Details
Eric Overgard's US Trust Experience 2004 - 2007
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  April 2010 - Present
Satuit Technologies  August 2008 - December 2009
U.S. Trust Company of New York   December 2004 - January 2008
Bank of America  2007 - 2007
US Trust   2004 - 2007

Education
University of Colorado Boulder   1987 — 1992
BA, Computer Applications in Astrophysics

Mona Sabet Mona Sabet Greater Los Angeles Area Details
Mona Sabet's US Trust Experience December 2008 - July 2011
Job MBA at University of Southern California, Marshall School of Business
Industry Investment Management
Experience
Deutsche Bank  July 2013 - Present
University of Southern California  August 2011 - May 2013
CCG Investor Relations  June 2012 - August 2012
California Council on Economic Education  June 2012 - August 2012
US Trust   December 2008 - July 2011
Rare Sand   November 2008 - April 2011
Disney Consumer Products  April 2008 - November 2008
Pharos Capital Group  August 2007 - March 2008

Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Strategic Planning, Market Research, Social Media, Entrepreneurship, Competitive Analysis, Event Planning, Public Speaking, Business Development, Corporate Finance, Research, Investments, Finance, Investment Banking, Market Analysis, Strategy, Private Equity, Data Analysis, Project Management

Education
University of Southern California   2011 — 2013
Master of Business Administration (MBA), Finance and Entrepreneurship

University of California, Santa Cruz   2003 — 2007
BA/ BS, Business Adminstration and Economics, and Psychology

Thomas Costelloe Thomas Costelloe Greater New York City Area Details
Thomas Costelloe's US Trust Experience August 1999 - November 2007
Job Senior Bank Examiner at New York State Department of Financial Services
Industry Banking
Experience
New York State Department of Financial Services  September 2010 - Present
US Trust   August 1999 - November 2007

Skills
Banking, Risk Management, Portfolio Management, Cash Management, Fixed Income, Capital Markets, Financial Risk, Financial Analysis, Asset Management, Equities, Credit Risk, Financial Services, Credit

Education
St. John's University, The Peter J. Tobin College of Business   1984 — 1989

Mike Weeks Mike Weeks San Francisco Bay Area Details
Mike Weeks's US Trust Experience 1999 - 2002
Job Senior Vice President Venture Services Group at Wells Fargo Technology & Venture Banking Group
Industry Financial Services
Experience
Wells Fargo Technology & Venture Banking Group   August 2011 - Present
Comerica Bank  December 2006 - July 2011
Capital Advisors  January 2006 - December 2006
Escalate Capital Partners   June 2004 - December 2005
Comerica Bank  June 2003 - June 2004
US Trust   1999 - 2002
SVB Financial Group  1996 - 1999
Phoenix Growth Capital   1990 - 1995
Pacific Venture Finance   1985 - 1990

Education
University of California, Berkeley
BA

Rone Reed Rone Reed Charlotte, North Carolina Details
Rone Reed's US Trust Experience June 2011 - Present
Job Senior Vice President at US Trust
Industry Financial Services
Experience
US Trust   June 2011 - Present
Bernstein Global Wealth Mgmt   2006 - May 2011
GE Capital ITS  1999 - 2005
US Army  June 1991 - October 1999

Skills
Estate Planning, Strategic Financial..., Merger & Acquisition..., Investment Advisory, family Office, Family Office, Financial Advisory, High Net Worth..., Mergers, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Due Diligence, Financial Planning, Investment Management, Investment Strategies, Investments, Management, Mergers, Portfolio Management, Risk Management, Strategic Planning, Tax, Wealth Management, Wealth Management...

Education
Wharton School of Business   2011 — 2011
Wealth Management Studies

United States Military Academy at West Point   1987 — 1991
Bachelor of Science (B.S.), Management & Systems Engineering

David Fenigstein David Fenigstein Greater New York City Area Details
David Fenigstein's US Trust Experience June 1994 - May 1998
Job VP Risk Management Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  May 1999 - Present
US Trust   June 1994 - May 1998

Skills
Fixed Income, Portfolio Management, Mutual Funds, Risk Management, Series 7, Financial Services, Asset Management, Securities, Alternative Investments, Equities, Series 63, Capital Markets, Hedge Funds

Education
Syracuse University   1990 — 1994
BA, Economics / Finance

R. Clifford Carper R. Clifford Carper Greater San Diego Area Details
R. Clifford Carper's US Trust Experience 1995 - 2005
Job Board Member, Board of Trustees at Mission Hospital
Industry Investment Management
Experience
Mission Hospital  September 2008 - Present
Wilmington Trust  2005 - 2008
US Trust   1995 - 2005
U.S. Trust Company   1995 - 2005
Kemper Securites   1988 - 1995

Skills
Portfolio Management, Management, Asset Management, Wealth Management, Investments, Asset Allocation, Strategic Planning, Alternative Investments, Equities, Investment Management

Education
The University of New Mexico   1967 — 1971
Bachelors, Business Administration

New Mexico Military Institute   1965 — 1967

Karen Buchanan, CTFA Karen Buchanan, CTFA Richmond, Virginia Area Details
Karen Buchanan, CTFA's US Trust Experience April 2008 - Present
Job Senior Trust Officer/Senior Vice President at U. S. Trust/Bank of America
Industry Banking
Experience
US Trust   April 2008 - Present
Feed More   2008 - Present
Safe Harbor  2007 - 2013
Wachovia Bank, previously Central Fidelity Bank   December 1997 - April 2008
Central Fidelity Bank  December 1984 - December 1997
United Virginia Bank (Now SunTrust)   September 1983 - August 1984

Skills
Charities, Estate Planning, Wealth Management, High Net Worth..., Trusts, Strategic Financial..., Leadership, Wealth Management..., Insurance, Banking, Investment Advisory, Investment Management, Philanthropy, Asset Allocation, Nonprofits, Fundraising, Trust Services, Financial Advisory, Estate Tax Planning, Trust Management, Mutual Funds, Retirement Planning, Wealth

Education
ABA National Graduate Trust School   2003 — 2006
Trust

Old Dominion University - College of Business and Public Administration   1979 — 1983
Bachelor of Science (B.S.), Finance, General

ABA National Trust School
Trust

Denise Heffron Denise Heffron Greater Boston Area Details
Denise Heffron's US Trust Experience 2004 - 2008
Job Relationship Manager
Industry Financial Services
Experience
State Street Global Advisors  August 2008 - Present
US Trust   2004 - 2008
State Street Global Advisors  2001 - 2004

Skills
Wealth Management, Financial Services, Finance, Equities, Portfolio Management

Education
Suffolk University - Sawyer Business School   1996 — 2000

Jory Lesser Jory Lesser Greater Chicago Area Details
Jory Lesser's US Trust Experience July 2011 - September 2012
Job Private Client Associate at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein  October 2012 - March 2015
US Trust   July 2011 - September 2012
US Trust   June 2010 - August 2010
Callan Associates  February 2010 - May 2010
Everest Properties  May 2008 - August 2008
Everest Properties  May 2006 - August 2006

Skills
Investments, Series 7, Series 63, Fixed Income, Investment Management, Investment Strategies, Finance, Financial Analysis

Education
The University of Texas at Austin - Red McCombs School of Business   2015 — 2017
Master of Business Administration (M.B.A.), Real Estate Finance

University of California, Berkeley   2006 — 2010
Bachelor of Arts, History

University of New South Wales   2009 — 2009
History

Chris Paolino Chris Paolino Hartford, Connecticut Area Details
Chris Paolino's US Trust Experience June 2001 - March 2004
Job Senior Vice President at Hartford Investment Management
Industry Financial Services
Experience
Hartford Investment Management  June 2007 - Present
United Technologies  April 2005 - May 2007
Hartford Life  March 2004 - April 2005
U.S Trust  June 2001 - March 2004

Skills
Hedge Funds, Investments, Alternative Investments, Asset Allocation, Asset Managment, Portfolio Management, Bloomberg, Equities, Investment Strategies, Capital Markets, Fixed Income, Due Diligence, Fund Of Funds, Mutual Funds, Investment Management, Asset Management

Education
The University of Connecticut School of Business   1995 — 1999

Mark Knutson Mark Knutson Greater Minneapolis-St. Paul Area Details
Mark Knutson's US Trust Experience August 2001 - June 2005
Job Director at Abbot Downing
Industry Financial Services
Experience
Abbot Downing, a Wells Fargo business  April 2012 - Present
Wells Fargo  July 2005 - April 2012
US Trust   August 2001 - June 2005
US Bank NA  1984 - 2001

Skills
Wealth management, Private Banking, Sales management, Family office services, Wealth Management, Investments, Family Office, Portfolio Management, Asset Allocation, Estate Planning, Alternative Investments, Financial Services, Wealth, Banking, Investment Management

Education
Texas Christian University - M.J. Neeley School of Business   1977 — 1980
BA, Finance

Debralee Nelson Debralee Nelson Greater New York City Area Details
Debralee Nelson's US Trust Experience September 1998 - December 2005
Job Senior Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  April 2013 - Present
J. P. Morgan   April 2009 - April 2013
Bessemer Trust  January 2005 - December 2008
US Trust   September 1998 - December 2005
Harris Bank  June 1991 - August 1998

Skills
Hedge Funds, High Net Worth..., Estate Planning, Equities, Finance, Management, Alternative Investments, Wealth Management, Wealth Management..., Private Banking, Personal Finance, Business Development, Retirement, Investments, Asset Management, Portfolio Management, Capital Markets, Fixed Income, Wealth, Family Office, Asset Managment, Private Equity, Series 7, Investment Banking

Education
The George Washington University - School of Business   1981 — 1985
MBA, Finance

University of Nebraska at Omaha   1971 — 1975
BA, General Science/Pre-Med/Biology

Irene L. Silva Irene L. Silva Dallas/Fort Worth Area Details
Irene L. Silva's US Trust Experience December 2005 - November 2006
Job Portfolio Manager at US Trust, Bank of America
Industry Investment Management
Experience
US Trust, Private Wealth Management  November 2006 - Present
US Trust   December 2005 - November 2006
JPMorgan Chase, Private Client Services   May 2003 - December 2005
Chase Bank/Bank One, Private Client Services   September 2001 - April 2003

Skills
Wealth Management, Asset Allocation, Wealth Management..., Portfolio Management, Investments, Mutual Funds, Securities, Asset Managment, Retirement Planning, Investment Advisory, Alternative Investments, Investment Strategies, High Net Worth..., Wealth, Retirement, Fixed Income, Investment Management, Equities, Financial Services, ETFs, Bonds, Strategic Financial..., 401k, Financial Advisory, Estate Planning, Finance, Asset Management, Relationship Management

Education
Texas A&M University-Commerce   1996 — 2001
Bachelor of Business Administration (BBA), Finance

Texas A&M University-Commerce
Working on MBA, Finance, General

Tony Mulieri Tony Mulieri Greater New York City Area Details
Tony Mulieri's US Trust Experience June 1989 - December 2004
Job Storage Startup
Industry Computer Software
Experience
Just One Data   November 2013 - Present
FalconStor Software  February 2005 - September 2013
US Trust   June 1989 - December 2004

Skills
Enterprise Software, C, Pre-sales, Disaster Recovery, Distributed Systems, Storage, Linux, SaaS, Virtualization, Data Center, Software Development, Storage Area Networks, High Availability, Start-ups, VMware, Solution Architecture, Solaris

Education
The Cooper Union for the Advancement of Science and Art   1983 — 1987
BE, Electrical Engineering

Stuyvesant

Marjorie Marks Marjorie Marks Greater New York City Area Details
Marjorie Marks's US Trust Experience 1985 - 1989
Job Business Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  May 2006 - Present
Sun Life Financial  2002 - 2005
Fleet Bank  October 1998 - July 2002
Fleet Securities  1998 - 2002
Fleet / Bank of America   1998 - 2002
Salomon Brothers  May 1989 - June 1998
U.S. Trust/FTI   May 1985 - May 1989
US Trust   1985 - 1989

Education
University at Buffalo
BA, English Literature

Blackburn, Thomas Blackburn, Thomas Greater Boston Area Details
Blackburn, Thomas's US Trust Experience July 2007 - Present
Job Managing Director at US Trust
Industry Banking
Experience
US Trust   July 2007 - Present
Bank of America  May 2005 - July 2007
Fleet Bank  November 2002 - May 2005

Education
Suffolk University Law School   1988 — 1991
JD

Union College   1980 — 1984
BA, Economics

Worcester Academy   1978 — 1980

JoAnn Mastracchio JoAnn Mastracchio Greater New York City Area Details
JoAnn Mastracchio's US Trust Experience InternIvy Asset ManagementAugust 2003 - August 2004
Job Financial Officer at US Trust
Industry Financial Services
Experience
US Trust   InternIvy Asset ManagementAugust 2003 - August 2004

Education
Saint Francis Prep   1996 — 2000

St. John's University, The Peter J. Tobin College of Business
B.S., Finance

St. John's University, The Peter J. Tobin College of Business
MBA, Finance

Robert Arenivas, CFP® Robert Arenivas, CFP® San Diego, California Details
Robert Arenivas, CFP®'s US Trust Experience November 2011 - July 2013
Job Financial Planner
Industry Financial Services
Experience
Dowling & Yahnke, LLC   March 2014 - March 2015
US Trust   November 2011 - July 2013
Kanaly Trust Company  January 2009 - November 2011
USAA  June 2008 - August 2008
CUTCO Cutlery  2004 - 2004

Skills
Wealth Management, Financial Planning, Asset Management, Portfolio Management, Asset Managment, Retirement Planning, Strategic Financial..., Asset Allocation, Finance, Mutual Funds

Education
Texas Tech University   2006 — 2008
B.S., Personal Financial Planning

Jonathan Oge Jonathan Oge Dallas/Fort Worth Area Details
Jonathan Oge's US Trust Experience Financial AdvisorArthur Andersen1996 - 1999
Job Portfolio Manager at US Trust
Industry Financial Services
Experience
US Trust   Financial AdvisorArthur Andersen1996 - 1999

Skills
Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Mutual Funds, Investment Advisory, Wealth Management, Investment Management, Estate Planning, Investments, Investment Strategies, Equities, Wealth Management..., Fixed Income

Education
Texas Tech University - Rawls College of Business   1989 — 1992
bba, Finance

Darin Leone, CFA Darin Leone, CFA Rochester, New York Area Details
Darin Leone, CFA's US Trust Experience April 2003 - June 2005
Job Portfolio Strategist at Manning & Napier Advisors
Industry Financial Services
Experience
Manning & Napier Advisors  2009 - Present
US Trust, Bank of America Private Wealth Management  June 2005 - March 2009
US Trust   April 2003 - June 2005
Raymond James Financial  April 2002 - April 2003
Raymond James Financial Inc.  2000 - April 2002

Skills
Asset Allocation, Series 7, Mutual Funds, Investments, Series 63, Alternative Investments, Investment Strategies, Wealth Management, Separately Managed..., Asset Managment, Portfolio Management, Equities, Fixed Income, ETFs, Investment Advisory, Public Speaking

Education
Syracuse University   1994 — 1999
Bachelor, Business and Consumer Studies

Scott P. Hansen, CFP(r) Scott P. Hansen, CFP(r) Greater Los Angeles Area Details
Scott P. Hansen, CFP(r)'s US Trust Experience March 1999 - July 2008
Job SVP, Regional Director at Wells Fargo Wealth Management Group
Industry Financial Services
Experience
Wells Fargo Bank  July 2008 - Present
US Trust   March 1999 - July 2008
Santa Barbara Bank & Trust  March 1989 - September 1998

Education
University of California, Santa Barbara   2000 — 2002
PFP, Personal Financial Planning Designation

University of California, Santa Barbara   1986 — 1990
BA, English

Michelle Runyon Michelle Runyon San Francisco Bay Area Details
Michelle Runyon's US Trust Experience March 2007 - May 2010
Job Wealth Advisor, Vice President
Industry Financial Services
Experience
Wells Fargo Private Bank  May 2010 - Present
US Trust   March 2007 - May 2010
US Trust   April 2002 - March 2007
US Trust   September 2000 - April 2002
Northern Trust  August 1998 - August 2000

Skills
Asset Management, Financial Planning, Asset Allocation, Wealth Management, Accounting, Strategic Financial..., Estate Planning, Investment Management, Risk Management, Finance, Financial Analysis, High Net Worth..., Wealth Management..., Relationship Management, Mutual Funds, Management, Investments

Education
University of California, Davis - Graduate School of Management   2007 — 2010
MBA, Finance and Marketing

University of California, Irvine
BA, Social Science

Roy Martinez Roy Martinez Santa Barbara, California Area Details
Roy Martinez's US Trust Experience May 2007 - October 2012
Job Vice President/Senior Private Banker at City National Bank
Industry Banking
Experience
City National Bank  May 2014 - Present
US Trust   May 2007 - October 2012
Santa Barbara Bank & Trust  2000 - May 2007

Skills
Consumer Lending, Loan Origination, Banking, Mortgage Banking, Lines Of Credit, Treasury Management, Underwriting, Refinance, Risk Management, Home Equity Lines of..., Cash Management, Product Management, Deposits, Residential Mortgages, Asset Based Lending, Branch Management, Treasury Services, Wealth Management, Investment Management, International Banking

Education
UCLA   1978 — 1982

Steven Orejudos Steven Orejudos Greater Los Angeles Area Details
Steven Orejudos's US Trust Experience November 2013 - Present
Job at
Industry Financial Services
Experience
US Trust   November 2013 - Present

Skills
Financial Analysis, Wealth Management, Strategic Financial..., Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, Banking, Outlook, Data Analysis, QuickBooks, Research, New Business Development, Credit, Investments, Spreadsheets, Customer Service, Financial Reporting, Loans, Team Building, Asset Allocation, Finance, Financial Planning, Leadership, Portfolio Management

Education
Cannon Financial Institute   2006 — 2009
Trust & Fiduciary Investments

University of Phoenix   2004 — 2007
MBA, Accounting

University of California, San Diego   1998 — 2002
BA, Economics

Ed McGorry Ed McGorry Greater New York City Area Details
Ed McGorry's US Trust Experience 2009 - 2012
Job Vice President at TD Wealth Private Client Group
Industry Consumer Services
Experience
TD Wealth Private Client Group  September 2012 - Present
US Trust   2009 - 2012
Christie's Inc.   2001 - January 2009
Citi Private Bank  1990 - 2001

Skills
Auctions

Education
De Paul University
Master of Business Administration (MBA)

University of Arizona
Bachelor's Degree, Business Economics

Eric Grannas Eric Grannas Greater New York City Area Details
Eric Grannas's US Trust Experience August 1985 - August 1989
Job Sr Vice president area manager at Citi
Industry Investment Banking
Experience
Citi  ConsultantSalomon BrothersAugust 1989 - August 1997
US Trust   August 1985 - August 1989
Home Insurance  October 1979 - August 1985

Education
Susquehanna University   1973 — 1977
bs, finance

Allyson Hernandez Allyson Hernandez Florham Park, New Jersey Details
Allyson Hernandez's US Trust Experience 2000 - 2005
Job HR Program Manager, PHR
Industry Human Resources
Experience
BASF  July 2015 - Present
BASF  January 2010 - June 2015
Skadden Arps  February 2005 - January 2010
US Trust   2000 - 2005

Skills
Talent Management, Recruiting, Employee Relations, HR Policies, Leadership Development, Management, Organizational..., Performance Management, Employment Law, Interviews, Training, Human Resources, Personnel Management, Talent Acquisition, Leadership, Workforce Planning, Hiring, Employee Engagement, Succession Planning, Onboarding

Education
Syracuse University   1996 — 2000
B.F.A., Musical Theater/ English

Farleigh Dickinson University
PHR, Certification, Human Resource Management

Jeff Scofield Jeff Scofield Greater Los Angeles Area Details
Jeff Scofield's US Trust Experience January 2011 - June 2015
Job Regional Brokerage Manager, Senior Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  July 2015 - Present
US Trust   January 2011 - June 2015
Wells Fargo Advisors  2007 - 2011
Banc of America Investment Services  2004 - 2007
Morgan Stanley  1991 - 2004

Skills
Asset Allocation, Securities, Alternative Investments, Investment Management, Mutual Funds, Asset Managment, 401k

Education
University of California, Los Angeles
BA, Political Science

University of California, Los Angeles

Rachel Weinberger Rachel Weinberger Greater New York City Area Details
Rachel Weinberger's US Trust Experience 1989 - 1991
Job Independent nonprofit management
Industry Nonprofit Organization Management
Experience
The Discovery Orchestra   July 2013 - Present
New Eyes for the Needy  January 2008 - Present
Visual Arts Center of New Jersey  October 2009 - September 2012
Visual Arts Center of New Jersey  October 2008 - April 2009
Women's Resource Center  2004 - 2005
Wilmington Trust  1991 - 1993
US Trust   1989 - 1991
Bankers Trust Company  1986 - 1989

Skills
Non-profits, Grant Writing, Volunteer Management, Fundraising, Event Planning, Arts Administration, Public Speaking, Museums, Community Outreach, Program Development, Research, Editing, Board Development, Public Relations, Art History, Event Management

Education
New York University - Leonard N. Stern School of Business   1981 — 1983
MBA, Marketing

Swarthmore College   1976 — 1980
BA, Art history

Sandra Pan Sandra Pan San Francisco Bay Area Details
Sandra Pan's US Trust Experience December 1997 - May 2006
Job Wealth Consulant
Industry Financial Services
Experience
SP Consulting  January 2014 - Present
Mt. Eden Investment Advisors   May 2010 - November 2012
First Republic Wealth Advisors   May 2006 - May 2010
US Trust   December 1997 - May 2006
Wells Fargo Bank/First Interstate Bank   January 1995 - December 1997
The Chase Manhattan Bank  June 1984 - December 1994

Skills
Asset Allocation, Investment Advisory, Private Banking, Private Client Services, Manager Selection, Wealth Management..., Asset Managment, Client Relations Skills

Education
University of California, Los Angeles   1975 — 1977
BS, Economics

Bruce Tria Bruce Tria Washington D.C. Metro Area Details
Bruce Tria's US Trust Experience 2001 - 2007
Job paralegal at Yates, Campbell & Hoeg
Industry Accounting
Experience
Yates, Campbell & Hoeg   May 2011 - Present
Russell, Evans & Thompson   March 2010 - May 2011
Russell, Evans & Thompson   March 2010 - February 2011
U.S. Trust Company   May 2001 - April 2007
US Trust   2001 - 2007
First Virginia Bank  1981 - 1997

Skills
Income Tax, Estate Administration

Education
Stanford University   1967 — 1971
BA, economics

Nischal Pai, CFA Nischal Pai, CFA New York, New York Details
Nischal Pai, CFA's US Trust Experience 2000 - 2007
Job Managing Director at Intelligent Edge Advisors
Industry Capital Markets
Experience
Intelligent Edge Advisors  2009 - Present
Columbia Management  2007 - 2008
US Trust   2000 - 2007
Deutsche Asset Management  1999 - 2000
Bankers Trust  1997 - 1999
State Street Global Advisors  1992 - 1997

Skills
Equities, Asset Management, Capital Markets, Mutual Funds, Hedging, Fixed Income, Derivatives, Hedge Funds, Structured Products, Wealth Management, Private Wealth..., Portfolio Management, Institutional, Options, Investment Strategies, Alternative Investments, Quantitative Analytics, ETFs, Bloomberg, Investment Management, Investments, Asset Allocation, Structured Finance, Securities, Management, Financial Services

Education
The University of Akron
MBA, Finance

The University of Akron
MS, Physics

The University of Bombay
BS, Physics

Nancy Mattson Nancy Mattson Orlando, Florida Area Details
Nancy Mattson's US Trust Experience April 2008 - Present
Job Trust Associate at US Trust, Bank of America PWM
Industry Banking
Experience
US Trust   April 2008 - Present
Bank of America  April 1998 - April 2008
SunTrust Bank  September 1996 - March 1998

Skills
Trust Services, Portfolio Management, Wealth Management..., Wealth Management, Private Banking

Education
Florida Graduate Trust School   1999 — 2001
FL Trust School Graduate, Trust Administration

State University of New York at Stony Brook   1985 — 1989
BA, Economics

Ken Shepard, CFA Ken Shepard, CFA Richmond, Virginia Area Details
Ken Shepard, CFA's US Trust Experience June 2012 - Present
Job Division Investment Executive Southeast at US Trust
Industry Investment Management
Experience
US Trust   June 2012 - Present
US Trust   February 2009 - May 2012
US Trust   July 2006 - February 2009
Bank of America Private Bank  January 1998 - July 2006
Fifth Third Bank  August 1993 - January 1998
Union Carbide  April 1989 - August 1992

Skills
Investments, Portfolio Management, Management, Wealth Management, Asset Allocation, Alternative Investments, Asset Management, Investment Management, Series 7, Equities, Mutual Funds, Hedge Funds, Finance, Wealth Management..., Estate Planning, High Net Worth...

Education
Xavier University - Williams College of Business   1991 — 1993
MBA, Finance

The College of Wooster   1984 — 1988
BA, Economics

Rhonda A. Pirvulescu Rhonda A. Pirvulescu Greater New York City Area Details
Rhonda A. Pirvulescu's US Trust Experience October 2004 - Present
Job Senior Vice President at US Trust
Industry Financial Services
Experience
US Trust   October 2004 - Present
JPMorgan Chase  1999 - 2004

Education
The University of Texas at Austin

Kathleen Monks, CFA Kathleen Monks, CFA Greater Boston Area Details
Kathleen Monks, CFA's US Trust Experience October 2013 - Present
Job Senior Vice President, Portfolio Manager at US Trust
Industry Financial Services
Experience
US Trust   October 2013 - Present
Windrose Advisors  November 2009 - October 2013
RINET Company, LLC  June 2003 - November 2009
Deloitte & Touche  1997 - 2003

Skills
Alternative Investments, Asset Management, Hedge Funds, Wealth Management, Portfolio Management

Education
Syracuse University   1995 — 1997
Masters, Accounting

Syracuse University   1991 — 1995
Bachelors, Finance

Joseph Julien, CFP Joseph Julien, CFP Fort Worth, Texas Details
Joseph Julien, CFP's US Trust Experience February 1993 - Present
Job SVPPortfolio Manager at US Trust
Industry Financial Services
Experience
US Trust   February 1993 - Present
H.D. Vest Financial Services   1989 - 1992

Skills
Wealth Management, Asset Allocation, Investment Advisory, Portfolio Management

Education
The University of Texas at Arlington   1977 — 1982
BBA

shriniwas dulori shriniwas dulori Greater New York City Area Details
shriniwas dulori's US Trust Experience August 2005 - February 2007
Job Configuration Manager
Industry Information Technology and Services
Experience
Verizon Wireless  April 2012 - Present
NYK Line  January 2011 - February 2012
BNP Paribas  February 2010 - December 2010
Moodys Corporation  June 2009 - December 2009
Verizon Wireless  July 2007 - June 2009
Gridfocus   February 2004 - June 2009
US Trust   August 2005 - February 2007

Education
Swami Ramanand Teerth Marathwada University   1995 — 1999
B.E/B.s, Computer Science

Kristen Benner Kristen Benner Baltimore, Maryland Area Details
Kristen Benner's US Trust Experience July 2007 - Present
Job Private Client Manager at US Trust
Industry Financial Services
Experience
US Trust   July 2007 - Present
US Trust   December 2002 - July 2007

Skills
Wealth Management, Asset Allocation, Series 7, High Net Worth..., Portfolio Management, Financial Advisory, Asset Managment, Retirement Planning, Private Banking, Investments, Alternative Investments, Wealth Management..., Strategic Financial..., Investment Advisory, Mutual Funds

Education
Towson University   1996 — 2000
Business Administration, Finance

Phil Hill, CFA Phil Hill, CFA San Francisco Bay Area Details
Phil Hill, CFA's US Trust Experience May 2007 - February 2011
Job Thought Leadership/Strategic Investment Strategies/Investment Team Leadership/Communication Skills/Passion for Investing
Industry Financial Services
Experience
First Republic Bank  February 2011 - February 2015
US Trust   May 2007 - February 2011
The Savant Group  March 2004 - April 2007
Rankling Futures and Options   January 2002 - March 2004
The Clorox Company  March 2001 - December 2001
On24.com   March 2000 - November 2000
Briefing.com  November 1998 - February 2000

Skills
Portfolio Management, Equities, Investments, Asset Allocation, Fixed Income, Hedge Funds, Alternative Investments, Investment Management, Business Strategy, Asset Managment, Wealth Management, Series 65, Financial Modeling, Strategic Leadership, Team Leadership, Business Acumen, Thought Leadership, Outstanding..., Collaborative Problem..., Investment Strategies, Strong People Intuition, CFA, MBA

Education
University of San Francisco, MBA   1996 — 1998
MBA, Finance and Economics

University of California, Los Angeles
BA, Sociology

CFA Institute
CFA Charterholder

John Danton John Danton Greater San Diego Area Details
John Danton's US Trust Experience May 2005 - July 2006
Job Finance and Accounting Executive retired
Industry Financial Services
Experience
LPL Financial  May 2010 - December 2012
LPL Financial  December 2007 - March 2009
US Trust   May 2005 - July 2006
Charles Schwab  March 1999 - May 2005
Charles Schwab  February 1996 - March 1999
Ag America FCB   June 1994 - April 1996
Citibank California   March 1986 - December 1995
Security Pacific Bank  March 1977 - March 1986
Ernst & Whinney  March 1973 - March 1977

Skills
Due Diligence, Banking, Financial Reporting, Accounting, Financial Analysis, Financial Accounting, Budgets, Internal Audit, Mergers, Finance, Restructuring, Mergers & Acquisitions, Analysis, Auditing, Sarbanes-Oxley, Financial Modeling, Management, Financial Risk, Leadership, Sarbanes-Oxley Act, Tax, Strategic Financial..., Financial Services, Corporate Finance

Education
University of California, Berkeley, Haas School of Business   1971 — 1973
MBA, Finance

University of California, Davis   1967 — 1971
BA, Mathematics & Economics

James Frawley James Frawley Greater New York City Area Details
James Frawley's US Trust Experience July 2015 - Present
Job AVP, Portfolio Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   July 2015 - Present
U.S. Trust   August 2014 - July 2015
US Trust   September 2008 - August 2014

Skills
Wealth Management, Portfolio Management, Fixed Income, Investments, Equities, Alternative Investments, Asset Management, Bloomberg, Mutual Funds, Investment Strategies, Factset, Tangible Assets, ETFs, Wealth Management..., Investment Advisory

Education
New York University - Leonard N. Stern School of Business   2014 — 2016
Master of Business Administration (MBA), Finance, General

Trinity College-Hartford   2004 — 2008
Bachelor of Arts (BA), British History with Honors

Gina Pugach Gina Pugach Greater Boston Area Details
Gina Pugach's US Trust Experience March 2014 - June 2015
Job Wealth Planning Analyst at UBS
Industry Banking
Experience
UBS  June 2015 - Present
U.S. Trust   March 2014 - June 2015
US Trust   September 2010 - March 2014
Bank of America  March 2008 - September 2010

Skills
Investments, Portfolio Management, Asset Management, Customer Service, Finance, Financial Planning, Relationship Management

Education
State University of New York College at Oswego   2002 — 2006
Bachelor's degree, Public Justice

Albany high school

Michael Feeler Michael Feeler Dallas/Fort Worth Area Details
Michael Feeler's US Trust Experience September 2005 - December 2013
Job Business Development at Freestar Energy Group LLC
Industry Oil & Energy
Experience
Freestar Energy Group LLC   December 2013 - Present
US Trust   September 2005 - December 2013
G&H Associates, Inc   January 2004 - July 2005

Skills
Property Management, Portfolio Management, Asset Management, Real Estate, Asset Managment, Leases, Investments, Oil & Gas Industry, Gas

Education
Texas Tech University - Rawls College of Business   2000 — 2003
BS, Petroleum Land Management

Timothy Pickett, CFA Timothy Pickett, CFA Albany, New York Area Details
Timothy Pickett, CFA's US Trust Experience April 2010 - Present
Job VP/Research AnalystFixed Income
Industry Financial Services
Experience
US Trust   April 2010 - Present
US Trust   July 2006 - April 2010
YMCA  2006 - 2010
YMCA  2006 - 2010
ING Financial Partners  January 2003 - June 2006

Skills
Portfolio Management, Investments, Mutual Funds, Bonds, Banking, Credit, Equities, Fixed Income, Financial Analysis, Asset Management

Education
State University of New York at Albany   2004 — 2006
Masters of Science, Accounting

State University of New York at Albany
BS, Economics, Department Award for Excellent Academic Achievement in Economics

University at Albany, SUNY
BS, Bus Admin/Finance

Bob Kitzman Bob Kitzman Dallas/Fort Worth Area Details
Bob Kitzman's US Trust Experience November 1998 - Present
Job Regional Manager at US Trust
Industry Financial Services
Experience
US Trust   November 1998 - Present

Skills
Investments, Wealth Management, Portfolio Management, Banking

Education
The University of Texas at Austin - The Red McCombs School of Business

Jim Fanelli Jim Fanelli West Hartford, Connecticut Details
Jim Fanelli's US Trust Experience 1978 - Present
Job Managing Director at US Trust
Industry Financial Services
Experience
US Trust   1978 - Present

Education
The University of Connecticut School of Business   1980 — 1984
Master of Business Administration (M.B.A.), Finance, General

The University of Connecticut   1974 — 1978
Bachelor of Science (BS), Marketing/Marketing Management, General

Ben Vigilia Ben Vigilia Greater New York City Area Details
Ben Vigilia's US Trust Experience 1994 - 1996
Job Senior Windows Engineer at Xerox
Industry Information Technology and Services
Experience
Xerox  2001 - Present
JPMorgan Chase  1999 - 2001
JPMorgan Chase  1996 - 1999
US Trust   1994 - 1996

Skills
Backup Exec, Dell PowerEdge Servers, Group Policy, Windows Server, VMware, DNS, Hyper-V, Citrix Metaframe, Citrix, Disaster Recovery, System Deployment, Virtualization, SAN, Acronis, Arcserve, Active Directory, Microsoft Cluster, Cloud Computing, Data Center, IT Operations, HP Server Hardware, Symantec Antivirus, McAfee Antivirus, RAID, IIS, SSL Certificates, Patch Management, Cluster, Server Architecture, IBM SAN, Shavlik, NTFS, IBM Server Hardware, IT Management, ITIL, Process Improvement, Security, Vendor Management, IT Strategy, Business Analysis

Education
JHS 190

JHS 190

State University of New York at Buffalo
Bachelor of Arts (B.A.), Economics

Timothy Larson Timothy Larson San Francisco, California Details
Timothy Larson's US Trust Experience November 2011 - October 2012
Job
Industry Real Estate
Experience
Asseta   September 2013 - December 2014
Largon   December 2012 - July 2013
US Trust   November 2011 - October 2012
U.S. Trust   August 2010 - November 2011
Oarsmen Catering   June 2008 - July 2011
US Trust   June 2010 - August 2010
Deutsche Bank  December 2009 - January 2010

Education
University of California, Berkeley   2006 — 2010
Bachelor's degree

St. Ignatius College Prep

Gino Meza Gino Meza Phoenix, Arizona Area Details
Gino Meza's US Trust Experience November 2012 - March 2013
Job Academic Counselor at University of Phoenix
Industry Education Management
Experience
University of Phoenix  January 2015 - Present
Approach International Student Center  May 2013 - December 2014
Approach International Student Center  April 2013 - May 2013
US Trust   November 2012 - March 2013
Bank of America  August 2011 - November 2012
Bank of America  November 2009 - August 2011
Bank of America  October 2008 - November 2009
Yeski   June 2007 - October 2007
Vindiola & Sons Trucking Company   2000 - 2007

Skills
Banking, Spanish, Management, Finance, Analysis, Sales, Team Leadership, Process Improvement, Customer Service, Budgets, Credit, Data Analysis, Leadership, Staff Development, Brazilian Portuguese, Risk Management, Foreign Languages, Research, Access, French, Coaching, Team Building, Translation, Interpretation, Event Planning, PowerPoint, English, crm, Cross-cultural, Investment Banking, High Net Worth..., Training, Microsoft Word, F-1, J-1, Student Visas, International Education

Education
University of Arizona   2002 — 2007
Bachelor of Arts (B.A.), Spanish Language and Literature

University of Arizona   2002 — 2007
Bachelor of Arts (B.A.), Interdisciplinary Studies

Universite Jean Moulin III   2006 — 2006
International Relations and Affairs

Universidade Federal do Ceará   2005 — 2005
Portuguese Language and Literature

Kathryn Boyle Kathryn Boyle Greater Boston Area Details
Kathryn Boyle's US Trust Experience April 2000 - July 2012
Job Vice President at Eastern Wealth Management
Industry Financial Services
Experience
Eastern Wealth Management   June 2014 - Present
The 1911 Trust Company   July 2012 - May 2014
US Trust   April 2000 - July 2012

Skills
Trust Management, Trust Services, Wealth Transfer, Wealth Transfer Planning, Wealth Management, High Net Worth..., Wealth Management...

Education
Suffolk Law School   1996 — 1999
JD

Richard Carhidi Richard Carhidi Greater New York City Area Details
Richard Carhidi's US Trust Experience Portfolio ManagerWells FargoJuly 1996 - December 2007
Job Regional Investment Executive at US Trust
Industry Financial Services
Experience
US Trust   Portfolio ManagerWells FargoJuly 1996 - December 2007

Education
State University of New York College at Cortland   1970 — 1974
bs, psychology

Jeffrey Whalen, CMT Jeffrey Whalen, CMT Greater New York City Area Details
Jeffrey Whalen, CMT's US Trust Experience January 2010 - Present
Job Private Wealth Management US Trust
Industry Financial Services
Experience
US Trust   January 2010 - Present

Skills
Asset Management, Investments, Equities, Alternative Investments, Fixed Income, Hedge Funds, Wealth Management, Financial Analysis, Capital Markets, Asset Allocation

Education
Stony Brook University
Bachelor, Economics

Steve Casella Steve Casella Greater New York City Area Details
Steve Casella's US Trust Experience October 2006 - Present
Job SVP at US Trust
Industry Financial Services
Experience
US Trust   October 2006 - Present
Dominick & Dominick LLC  2004 - 2006
Donaldson, Lufkin & Jenrette   1996 - 2001
J.P. Morgan   1986 - 1996

Skills
Alternative Investments, Series 7, Asset Allocation, Hedge Funds, Equities, Fixed Income

Education
St. John's University, The Peter J. Tobin College of Business   1986 — 1990
MBA, International Finance

St John's University   1981 — 1985
B.S., Finance

Bryan Unterhalter Bryan Unterhalter Kansas City, Missouri Area Details
Bryan Unterhalter's US Trust Experience 2014 - Present
Job Market Investment Director and Sr. Portfolio Manager at US Trust
Industry Investment Management
Experience
US Trust   2014 - Present
American Century Investments  2008 - 2014
Baylor College of Medicine Endowment Fund   2007 - 2008
Invesco Ltd.  1997 - 2007

Education
The University of Texas at Austin   1987 — 1991
BA, Government

University of St. Thomas (TX)   1997 — 1999
MBA, Finance

Stratford High School

Stratford High School

John A. Snyder, CPA John A. Snyder, CPA Greater Seattle Area Details
John A. Snyder, CPA's US Trust Experience 2000 - 2010
Job Greenline Partners LLC
Industry Financial Services
Experience
Coastal Range Inv Mgt   January 2011 - December 2012
US Trust   2000 - 2010
Kennedy Associates  1991 - 2000
Kidder Peabody  1978 - 1990
Arthur Young and Co   October 1974 - December 1976

Skills
Wealth Management, Nonprofits, Investments, Portfolio Management

Education
The University of Texas at Austin
BBA, Finance

University of Houston
MS in Accountancy, Taxation

Shivani Shah-Patel Shivani Shah-Patel Greater New York City Area Details
Shivani Shah-Patel's US Trust Experience 2001 - 2006
Job Client Relationship Manager at First Republic Bank
Industry Financial Services
Experience
First Republic Bank  August 2011 - Present
Optima Fund Management  April 2010 - June 2010
Optima Fund Management  October 2006 - April 2009
US Trust   2001 - 2006

Skills
Due Diligence, Investor Relations, Banking, Business Strategy, Financial Services, Salesforce.com, Financial Analysis, Business Development, Management, Business Planning, Finance, Alternative Investments

Education
Stony Brook University   1997 — 2001
BS, Business Management & Economics

Michael Andry Michael Andry Asheville, North Carolina Details
Michael Andry's US Trust Experience 2001 - 2010
Job Wealth Advisor at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Bank  January 2010 - Present
US Trust   2001 - 2010
Bank of America  1988 - 2001

Education
Tulane University - A.B. Freeman School of Business   1986 — 1988
Masters of Business Administration

Vanderbilt University   1981 — 1985
Economics

Derrick Yee Derrick Yee San Francisco Bay Area Details
Derrick Yee's US Trust Experience October 2006 - March 2011
Job Senior Relationship Manager at First Republic Bank
Industry Financial Services
Experience
First Republic Bank  April 2011 - Present
US Trust   October 2006 - March 2011
Bank of America  August 2003 - August 2006

Education
University of California, San Diego   1997 — 2001
BA, Economics

Mike Beckerman Mike Beckerman Greater New York City Area Details
Mike Beckerman's US Trust Experience 2004 - 2007
Job Senior Vice President, Consultant Relations at Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management  2010 - Present
Columbia Management  2007 - 2010
US Trust   2004 - 2007
John A. Levin & Co.   2002 - 2004
Goldman Sachs  2000 - 2002

Skills
Hedge Funds, Institutional Sales, Asset Managment, Alternative Investments, Asset Management, Asset Allocation

Education
The George Washington University
B.B.A., Finance

Yani Lee Yani Lee Greater New York City Area Details
Yani Lee's US Trust Experience June 2004 - March 2006
Job Portfolio Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  2006 - Present
US Trust   June 2004 - March 2006
JPMorgan Chase  1989 - 2004

Education
New York University - Leonard N. Stern School of Business   1992 — 2006
Master of Business Administration (MBA), Finance

Trinity College-Hartford   1985 — 1989
Bachelor of Arts (B.A.), Economics

Ryan Papi, CFA Ryan Papi, CFA Greater Boston Area Details
Ryan Papi, CFA's US Trust Experience 2006 - Present
Job Vice President, Portfolio Manager at US Trust
Industry Financial Services
Experience
US Trust   2006 - Present
John Hancock Life Insurance Company (U.S.A.)   2004 - 2006

Education
Tufts University
BA, Economics & History

Christina A Kutej Christina A Kutej Fort Worth, Texas Details
Christina A Kutej's US Trust Experience April 2007 - Present
Job Trust Officer at US Trust
Industry Financial Services
Experience
US Trust   April 2007 - Present
Bank of America  July 2002 - April 2007

Skills
Wealth Management..., Asset Allocation, Wealth Management, High Net Worth..., Investment Advisory, Estate Planning, Private Banking, Securities, Alternative Investments, Retirement Planning, Mutual Funds, Asset Management, Banking, Portfolio Management

Education
The University of Texas at Arlington
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Belinda Sneddon Belinda Sneddon Pelham, New York Details
Belinda Sneddon's US Trust Experience January 2008 - Present
Job Managing Director at US Trust
Industry Financial Services
Experience
US Trust   January 2008 - Present

Skills
Investments, Portfolio Management, Banking, Risk Management, Financial Analysis, Finance, Strategic Planning, Asset Management, Customer Service, Equities

Education
University at Albany, SUNY   1984 — 1988
Bachelor of Science (BS), Finance and Marketing

Anju Shori Anju Shori Fort Worth, Texas Details
Anju Shori's US Trust Experience January 2013 - June 2014
Job Senior Operations Administrator at TPG Capital
Industry Financial Services
Experience
TPG Capital  June 2014 - Present
U.S. Trust   January 2013 - June 2014
US Trust   February 2011 - January 2013
US Trust   January 2010 - February 2011
Bank of America  October 2007 - January 2010
Bank of America  April 2006 - October 2007
Country Day School of Arlington  2000 - 2007

Skills
Wealth Management, Portfolio Management, Banking, Sales

Education
The University of Texas at Arlington   2006 — 2011
Bachelor of Science, University Studies; Business, Physical Science, Social Science

Darin Via Darin Via Amarillo, Texas Details
Darin Via's US Trust Experience
Job Asset manager at US Trust
Industry Financial Services
Experience
US Trust  

Skills
Agriculture, oil/gas surface damage..., farm leasing, grazing leasing, crop marketing, farmland investment...

Education
West Texas A&M University   2004 — 2007
Master of Science (MS), Agricultural Economics

Texas Tech University   1992 — 1996
Bachelor's degree, Agricultural Economics

Joe Reardon Joe Reardon Providence, Rhode Island Details
Joe Reardon's US Trust Experience May 2011 - Present
Job Portfolio Manager
Industry Financial Services
Experience
US Trust   May 2011 - Present
Burkenroad Reports  January 2011 - May 2011

Skills
Portfolio Management, Equity Research, Equities, Valuation, Investments, Capital Markets, Financial Analysis, Finance

Education
Tulane University   2007 — 2011
Bachelor's degree, Finance, General

Elithea Mas Elithea Mas West Hartford, Connecticut Details
Elithea Mas's US Trust Experience March 2003 - November 2014
Job Chief Fiduciary Officer
Industry Financial Services
Experience
MassMutual Trust Company  December 2014 - Present
US Trust   March 2003 - November 2014

Education
The University of Connecticut School of Law   1997 — 2001
Doctor of Law (J.D.)

The University of Connecticut   1992 — 1996
Bachelor of Arts (B.A.), English

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