August 24, 2016 6:30 PM ET

Capital Markets

Company Overview of U.S. Trust, Bank of America Private Wealth Management

Company Overview

U.S. Trust, Bank of America Private Wealth Management provides investment management, planned giving, and fiduciary services to a range of institutional clients, including not-for-profit organizations, corporations, public funds, insurance companies, and unions. The company provides wealth management services that include investment, financial, tax, and estate planning; and private banking services. Its planned giving services include administration, tax preparation, and record-keeping. It also offers investment consulting, tax-intelligent investment management, custody and private-label statement, and check distribution services. U.S. Trust also provides investment management, trustee, and ...

114 West 47th Street

New York, NY 10036

United States

Phone:

800-878-7878

Key Executives for U.S. Trust, Bank of America Private Wealth Management

Chief Financial Officer and Treasurer
Age: 68
Chairman, Chairman of Schwab and Chief Executive Officer of Schwab
Age: 78
President of Orlando & Central Florida
Senior Vice President and Business Development Officer
Executive Vice President
Compensation as of Fiscal Year 2016.

U.S. Trust, Bank of America Private Wealth Management Key Developments

U.S. Trust, Bank of America Private Wealth Management Presents at NewYork BIO Annual Conference 2016, May-11-2016 02:00 PM

U.S. Trust, Bank of America Private Wealth Management Presents at NewYork BIO Annual Conference 2016, May-11-2016 02:00 PM. Venue: New York, United States. Speakers: Lindsay M. McCracken, PhD, Vice President, Private Client Associate.

U.S. Trust, Bank of America Private Wealth Management Appoints Chris Dumont Joins as Managing Director and Market Executive of Pennsylvania and Delaware

U.S. Trust, Bank of America Private Wealth Management announced that Chris Dumont has been named managing director and market executive of Pennsylvania and Delaware. Dumont had been market executive for New York City.

U.S. Trust, Bank of America Private Wealth Management Presents at The 6th Annual Investment Management Summit, Oct-27-2015 09:05 AM

U.S. Trust, Bank of America Private Wealth Management Presents at The 6th Annual Investment Management Summit, Oct-27-2015 09:05 AM. Venue: New York, New York, United States. Speakers: Keith Banks, President.

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Recent Private Companies Transactions

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Date
Target
No transactions available in the past 12 months.
 

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