100 Four Falls Corp. Center
West Conshohocken, PA 19428
Office of Supervisory Jurisdiction
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Glen Rock, NJ 07452
Eric Abel is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management based in West Conshohocken, Pennsylvania. Eric works with nonprofit institutions and high net worth individuals and families to help design and implement customized financial strategies that respond to clients deeply held priorities. Eric recognizes that wealth is not an end unto itself. He helps clients grow and preserve their wealth so that they can advance their goals and amplify their impact upon the people and causes they cherish.
Eric channels the extensive offerings of U.S. Trust to respond to the particular circumstances of each client. He works in concert with a team of dedicated specialists who have deep experience addressing the needs of non-profit organizations: fiduciary investment management, investment policy statements, spending policy analysis, governance review, board and staff development, fundraising enhancement and administrative support. Eric strives to devise long-term initiatives that are grounded in the day-to-day realities that each institution faces. He is sensitive to the challenges and concerns of institutional clients, drawing on his significant background in the non-profit sphere. Eric also works with high net worth individuals and families to help advance their wealth management goals, while remaining mindful of their values and desire to deploy wealth in meaningful ways.
Prior to joining U.S. Trust, Eric spent 19 years directing fundraising efforts for several prominent higher education and healthcare institutions.
Eric holds a B.A. from Lehigh University, an M.S. from East Stroudsburg University, and was a doctoral student at Temple University.
U.S. Trust has been helping generations of families manage wealth for more than 200 years. We are dedicated to guiding clients in helping to meet their unique needs through an integrated team approach.
Your U.S. Trust® advisor works closely with you to establish a wealth management plan to help meet your lifestyle, family, business and philanthropic goals. In addition to a dedicated advisor, your team can include a private client manager, portfolio manager and trust officer plus a variety of professionals to suit your particular situation.
You may require a comprehensive wealth strategy that includes investment management or careful advice on trusts, estate and tax planning and philanthropic endeavors. As a private bank, we balance a boutique client experience with access to our extensive array of resources as appropriate. Those include customized credit and banking offerings as well as traditional, specialty asset, and alternative investment solutions.
At U.S. Trust, our advisors bring more than just experience, global perspective and resourcefulness to wealth management. They take the time to listen and learn about you and your family before creating customized strategies that aim to meet your needs, goals and best interests now and in the future.
It is not just about managing your wealth, it is also about managing your worth.
LEARN MORE ABOUT MY TEAM*
*These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change.