Bank of America Private Wealth Management Overview
- Service
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Commercial Bank
- Year Founded
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1853
- Professionals
-
2,380
- Financed Companies
-
26
- Financings
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34
- Serviced Investors
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6
Bank of America Private Wealth Management General Information
Description
U.S. Trust, Bank of America Private Wealth Management is a private banking and wealth management firm founded in 1853 and headquartered in New York, New York. The firm 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. Additionally, the firm also provides wealth management services such as investment, financial, tax, and estate planning, planned giving services such as administration, tax preparation and record-keeping, investment consulting, tax-intelligent investment management, custody and private-label statement, and check distribution services. The company operated as a subsidiary of Charles Schwab under the name of U.S. Trust Corporation, until Bank of America acquired the company in 2007 and changed its name to the current one.
Contact Information
Year Founded
Corporate Office
- One Bryant Park
- New York, NY 10036
- United States
Bank of America Private Wealth Management Financings
| Company Name | Financing Date | Debt/Deal Date | Debt/Deal Amount |
|---|---|---|---|
| ATC TRS V | Jan 2000 | ||
| ATC TRS V | Jan 2000 | ||
| ATC TRS V | Jan 2000 | ||
| Ameripath | Dec 1999 | ||
| Waste Industries USA | Nov 1999 | ||
| Checkpoint Systems | Oct 1999 | ||
| Checkpoint Systems | Oct 1999 | ||
| Constellation Brands | Oct 1999 | ||
| Constellation Brands | Oct 1999 | ||
| Constellation Brands | Oct 1999 |
Bank of America Private Wealth Management Co-Lenders (162)
| Lender | Lender Type | Lender Location | Total Shared Financings | Last Shared Financing |
|---|---|---|---|---|
| 40|86 Advisors | Lender | Carmel, IN | 1 | |
| ABN AMRO Bank | Commercial Bank | Amsterdam, Netherlands | ||
| Allfirst Financial | Commercial Bank | Baltimore, MD | ||
| Amsouth Bancorp | Commercial Bank | Birmingham, AL | ||
| Antares Capital | Lender | Chicago, IL | ||
| Appaloosa Management | Lender | West Palm Beach, FL | ||
| Arab Bank | Commercial Bank | Amman, Jordan | ||
| Arab Banking | Commercial Bank | Manama, Bahrain | ||
| Babson Capital Management | Lender | Springfield, MA | 1 | |
| Bain Capital Credit | Lender | Boston, MA | 1 |
Bank of America Private Wealth Management Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Bank of America Private Wealth Management Affiliates
Subsidiaries (2)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| Ust Financial Services Corp | New York, NY | 1994 | |
| U.S. Trust Private Equity | Stamford, CT |
Bank of America Private Wealth Management FAQs
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When was Bank of America Private Wealth Management founded?
Bank of America Private Wealth Management was founded in 1853.
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Where is Bank of America Private Wealth Management headquartered?
Bank of America Private Wealth Management is headquartered in New York, NY.
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What is the size of Bank of America Private Wealth Management?
Bank of America Private Wealth Management total number of employees/professionals is 2,380.
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What service provider type is Bank of America Private Wealth Management?
Bank of America Private Wealth Management's service provider type is Commercial Bank.
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What companies has Bank of America Private Wealth Management invested in or acquired?
Bank of America Private Wealth Management has invested in or acquired companies like Security With Advanced Technology, Courion., and Integrative Medicine Communications.
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What are Bank of America Private Wealth Management subsidiaries?
Ust Financial Services Corp and U.S. Trust Private Equity are subsidiaries of Bank of America Private Wealth Management.
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