U.S. Trust Company
U.S. Trust, Bank of America Private Wealth Management was founded in 1853 as the United States Trust Company of New York. It operated independently until 2000, when it was acquired by Charles Schwab, and Co., and subsequently was sold to, and became a subsidiary of, Bank of America in 2007. Acquisition date: November 20, 2006 Parent organizations: Bank of America, Bank of America, National Association Subsidiaries: U.S. Trust Co. of New York,
U.S. Trust Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at U.S. Trust Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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U.S. Trust Company Employees
Colgate-Palmolive Company 2010 - Present
Colgate-Palmolive Company 2003 - 2010
Colgate-Palmolive Company 2000 - 2003
Colgate-Palmolive Company 1997 - 2000
Kraft Foods, Inc. 1993 - 1997
KPMG Management Consulting 1987 - 1991
US Trust Company 1985 - 1987
Skills
Product Development, Product Innovation, FMCG, Brand Management, Customer Insight, Marketing Management, Consumer Products, Market Research, Market Analysis, Marketing Research, Marketing Strategy, Brand Equity, International Marketing, Product Marketing
Education
New York University, Stern School of Business 1991 — 1993
MBA, Marketing & International Business Studies
Tufts University 1981 — 1985
Bachelor of Arts, Economics
Scarsdale High School 1977 — 1981
Credit Suisse 2007 - Present
US Trust Company 2004 - 2007
Dearborn Partners 1998 - 2004
First Boston Corporation 1992 - 1998
Salomon Brothers 1987 - 1992
Salomon Brothers 1978 - 1987
Gardner Denver Company 1975 - 1978
Skills
Wealth Management, Management, Private Banking, Investments, Investment Management, Portfolio Management, Capital Markets, Investment Banking, Asset Management, Mergers & Acquisitions, Wealth Management..., Strategic Planning
Education
Texas Tech University
Bachelor’s Degree, Finance and Economics
Chevy Chase Trust December 2009 - Present
Citi Private Bank June 2007 - November 2009
US Trust Company June 1998 - June 2007
Signet Bank 1986 - 1997
Skills
Estate Planning, Strategic Financial..., Investments, High Net Worth..., Investment Management, Private Banking, Wealth, Trust Services, Business Development, Real Estate, Tax, Finance, Asset Management
Education
University of North Carolina at Chapel Hill 1973 — 1977
Bachelor of Science (BS), Business Administration
BNY Mellon November 2011 - Present
Wells Fargo September 2009 - December 2011
Rockefeller & Company February 2008 - March 2009
RHI Executive Search October 2006 - June 2007
US Trust Company July 2002 - October 2006
Credit Suisse First Boston May 2001 - May 2002
Matrix Capital Markets Group, Inc. June 1998 - April 2001
Skills
Wealth Management, Marketing, Management, Financial Services
Education
University of Mary Washington 1993 — 1997
BS, Business Administration
U.S. Bank April 2008 - Present
American Bankers Association September 2014 - Present
US Trust Company May 2004 - September 2006
Wells Fargo Private Client Services April 1999 - November 2003
Wells Fargo 1999 - 2003
ABN AMRO Asset Mgmt (USA) January 1998 - April 1999
U.S. Bank March 1994 - November 1997
Wells Fargo 1987 - 1993
Bank of America 1977 - 1986
Skills
Portfolio Management, Asset Managment, Wealth Management, Investments, Hedge Funds, Equities, Alternative Investments, Private Equity, Investment Strategies, Banking, Investment Management, Capital Markets, Strategic Financial..., Risk Management, Fixed Income, Public Speaking, Public Relations, Compliance, Client Development, Technical Writing, Strategic Leadership, Thought Leadership, Technical Leadership, Series 7, Asset Management, Mutual Funds, Securities, Investment Advisory, Asset Allocation, Management, Financial Services, Financial Planning, Financial Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 1987 — 1992
MBA, Finance
University of California, Davis 1975 — 1977
BS, Ag Science & Management
Bank of America March 2007 - Present
US Trust Company March 2001 - March 2007
Summit Bank September 1995 - March 2001
Signet Bank September 1989 - September 1995
Skills
Fixed Income, Portfolio Management, Equities, Capital Markets, Investments, Hedge Funds, Alternative Investments, Bonds, Bloomberg, Financial Services, Mutual Funds
Education
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Business/Finance
First Republic Bank April 2006 - Present
First Republic Inv. Mgt. 2006 - Present
US Trust Company 1997 - 2006
Wells Fargo 1988 - 1997
Skills
Portfolio Management, Wealth Management, Investments, Banking, Alternative Investments, Asset Management, Equities, Private Banking, Fixed Income, Credit, Asset Allocation, Loans
Education
University of Portland 1978 — 1980
Bachelor of Arts (B.A.)
SHS 1973 — 1976
High School Diploma
University of Notre Dame
Safra National Bank of New York December 2014 - Present
E*TRADE Clearing LLC April 2009 - December 2014
Morgan Stanley April 2006 - April 2009
Jefferies & Company June 2005 - April 2006
Julius Baer June 2004 - June 2005
US Trust Company July 2001 - June 2004
Charles Schwab August 1993 - June 2004
Charles Schwab Europe January 1999 - July 2001
Bankers Trust June 1985 - July 1993
Skills
Securities, Brokerage, Cash Management, Financial Services, Settlement, Risk Management, Management, Trading, Entrepreneurship, FINRA, Back Office, Equities, Derivatives, Banking, Program Management, Leadership, Operational Risk, Outsourcing, Capital Markets, Mutual Funds, Executive Management, Bloomberg, Series 7, Online Brokerage, Financial Risk, Asset Management, Wealth Management, Fixed Income, Options, Hedge Funds, Electronic Trading, Trading Systems, Series 63, Equity Trading, Alternative Investments, Series 24
Education
Saint Peter's University 1981 — 1985
Bachelor of Science (B.S.), Business Management, Economics
Deutsche Bank February 2009 - Present
US Trust Company March 2006 - February 2009
Bank Julius Baer April 1998 - March 2006
Skills
Foreign Exchange, Derivatives, Sales, Public Speaking, Managerial Skills, Systems implementation, Capital Markets, Asset Management, Hedge Funds, Options, Structured Products, Business Strategy, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2000 — 2004
Master of Business Administration (MBA), Finance, General
The Johns Hopkins University 1983 — 1987
Bachelor of Arts (BA), Mathematics
U.S. Bank National Association - Global Corporate Trust Services 2006 - Present
Wells Fargo Delaware Trust Company / Wells Fargo Bank 2002 - 2006
First Union / Wachovia 1996 - 2002
Meridian Bank 1989 - 1996
Connecticut National Bank 1986 - 1989
Bankers Trust Company 1984 - 1986
US Trust Company 1970 - 1984
Skills
Relationship Management, Business Development, Portfolio Management, Loans, Credit, Investments, Bonds, Capital Markets, Banking, Structured Finance, Financial Services, Securities, Mergers & Acquisitions, Fixed Income, Risk Management, Asset Management
Education
Saint Peter's University 1968 — 1974
Bachlor of Science, Business Administration and Management, General
St. Al's Jersey City
City National Bank September 2006 - Present
U.S. Trust 2002 - 2006
US Trust Company 2002 - 2005
Rockefeller Trust Compamy 1998 - 2000
Education
Siena College 1998 — 2002
B.A., English
Reilly Resource Development, LLC September 2008 - Present
MRI Raleigh September 2006 - October 2007
The Albrecht Group November 2005 - August 2006
Focus Investment Group 2004 - 2005
US Trust Company 2004 - 2004
Fred Alger Management 1999 - 2004
Neuberger Berman 1996 - 1999
Skills
Recruiting, Executive Search, Finance, Financial Services, New Business Development, Banking, Marketing, Temporary Staffing, Relationship Management, Business Development, Investments, Strategy, Management, Mutual Funds, Asset Management, Hedge Funds
Education
Saint Bonaventure University 1988 — 1992
Bachelor's
Rainier Investment Management 2007 - Present
US Trust Company 2003 - 2007
Deutsche Asset Management 1993 - 2003
Bankers Trust 1993 - 2003
Bankers Trust Co Global Investment Management 1993 - 1999
Price Waterhouse Management Consultants 1991 - 1993
Citibank 1987 - 1991
Bradford Trust Company 1983 - 1987
Skills
Mutual Funds, Equities, Securities, Investment Management, Asset Managment, Trading, Alternative Investments, Asset Management, Hedge Funds, Asset Allocation, Portfolio Management, Fixed Income, Relationship Management, Networking, Investments, Bloomberg, Fund Accounting, ETFs, Financial Services, Fund Of Funds, Investment Strategies, FINRA, Series 63, Wealth Management, Investment Advisory, Separately Managed..., Institutional...
Education
State University of New York at Albany 1979 — 1983
Economics
PartyTime Rentals, Inc. February 2003 - Present
US Trust Company August 1997 - April 2007
U.S. Trust / Charles Schwab 2003 - 2006
Skills
Event Management, Event Planning, Corporate Events, Marketing Strategy, Trade Shows, Product Marketing, Project Management, Press Releases, Sales, Vendor Management, Negotiation, Customer Service, Microsoft Office, Fundraising, Public Relations
Education
State University of New York College at Purchase 1989 — 1993
Bachelor of Fine Arts (B.F.A.)
Archbishop stepinac 1985 — 1989
J.P. Morgan Asset Management June 2013 - Present
Watershed Capital Management, L.L.C. February 2009 - June 2013
Hall Capital Partners LLC 2005 - 2009
US Trust Company 2000 - 2005
Planning and Financial Advisors 1999 - 2000
Peninsula Community Foundation 1997 - 1999
The San Francisco Foundation 1994 - 1997
Council on Foundations 1990 - 1994
Skills
Alternative Investments, Hedge Funds, Asset Managment, Asset Allocation, Investments, Investment Management, Private Equity, Portfolio Management, Equities, Wealth Management, Venture Capital, Investment Strategies, Investment Advisory, Family Office
Education
University of Maryland College Park 1985 — 1989
B.A., Government & Politics
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
Citi January 2000 - Present
BISYS 2000 - 2007
Seligman Data Corp 1997 - 2000
US Trust Company 1986 - 1996
Skills
Strategy, Asset Managment, Management, Big Brother, Due Diligence, Asset Management, Business Analysis, Relationship Management, Trading, Hedge Funds, Series 7, Fixed Income, Sales, Operations Management, Process Improvement, Investments, Portfolio Management, Business Strategy, Equities, Mutual Funds, Securities, Business Development, Alternative Investments, Risk Management, Wealth Management, Financial Services
Education
New York University - Leonard N. Stern School of Business 1984 — 1990
MBA, Strategic Marketing
United States Merchant Marine Academy 1979 — 1983
B.S., Marine Transportation
Comerica Asset Management August 2010 - Present
US Trust Company September 1997 - July 2007
Northern Trust Company 1992 - September 1997
Skills
Portfolio Management, Asset Allocation, Wealth Management, Asset Managment, Investment Management, Investments, Investment Advisory, Investment Strategies, Asset Management, Capital Markets, Risk Management
Education
The London School of Economics and Political Science (LSE)
M.Sc(Econ)
The University of Chicago
MBA, Finance
Ameriprise Financial June 2009 - Present
US Trust Company January 2007 - January 2009
Citi National Bank January 2006 - January 2007
Merrill Lynch Trust Company January 1993 - January 2006
Education
University of South Florida
BS, Accounting
Morgan Stanley May 2011 - Present
Mid Atlantic Hedge Fund Association 2007 - 2011
NewMarket Capital Partners September 2007 - October 2009
City of Philadelphia Board of Pensions and Retirement September 2001 - September 2007
US Trust Company January 1999 - September 2001
Skills
Alternative Investments, Hedge Funds, Asset Management, Fund Of Funds, Investment Strategies, Equities, Series 7, Investments, Portfolio Management, Private Equity
Education
University of Delaware 1991 — 1995
Bachelor, Finance
Bank of America April 1987 - Present
US Trust Company June 2002 - March 2008
Education
Rutgers, The State University of New Jersey-Newark
MBA, Finance