August 27, 2014 12:55 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: 66
Chairman
Age: 76
President of Orlando & Central Florida
Senior Vice President and Business Development Officer
Executive Vice President
Compensation as of Fiscal Year 2014.

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

Cross Timbers Royalty Trust Appoints Southwest Bank as Trustee in the Place of U.S. Trust, Bank of America Private Wealth Management

U.S. Trust, Bank of America Private Wealth Management, a division of Bank of America, N.A., as Trustee of the Cross Timbers Royalty Trust, announced that at the special meeting of the Trust's unitholders held on June 20, 2014, the unit holders of the Trust voted to approve the proposal to appoint Southwest Bank as successor trustee to serve as trustee of the Trust once the resignation of the current Trustee of the Trust takes effect. The effective date of U.S. Trust's resignation as trustee of the Trust will be August 29, 2014.

Hugoton Royalty Trust Announces Change of Trustee

U.S. Trust, Bank of America Private Wealth Management, a division of Bank of America, N.A., as Trustee of the Hugoton Royalty Trust announced that at the special meeting of the Trust's unitholders held on May 23, 2014, the unitholders of the Trust voted to approve the proposal to appoint Southwest Bank as successor trustee to serve as trustee of the Trust once the resignation of the current Trustee of the Trust takes effect. The effective date of U.S. Trust's resignation as trustee of the Trust will depend on the satisfaction or waiver of the conditions set in the Trustee's notice of resignation.

US Trust Presents at Tiburon CEO Summit XXVI, Apr-08-2014

US Trust Presents at Tiburon CEO Summit XXVI, Apr-08-2014 . Venue: Ritz-Carlton Hotel, New York, New York, United States. Speakers: Keith Banks, President.

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