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Caitlin Roos is a Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management, in Boston. Caitlin provides tailored wealth strategies to executives, privately-held business owners, multi-generational families, and institutions. She offers a methodical and transparent process that seeks to help clients grow and preserve their wealth in varied economic conditions. She orchestrates the efforts of a team of U.S. Trust specialists in investment management, trust and estate planning services, banking and lending, family office services and philanthropy.
Caitlin is able to leverage her corporate banking skill set when working with entrepreneurs and executives on their personal wealth structuring goals. Diligent and responsive, she looks to provide clients with the tools, resources, and strategies they need to pursue their goals efficiently. She offers a creative and dynamic approach to the complexities of significant wealth, staying apprised of trends to amplify her value to clients. She brings extensive knowledge of socially responsible investing and planning for Women.
Prior to joining U.S. Trust, Caitlin served as a V.P. with Belmont Savings Bank, where she advised closely-held companies, municipalities, and nonprofit organizations. She began her career with RBS Americas in 2003 in their commercial banking group and completed their Commercial Analyst Training Program. She received her M.B.A. from Simmons College with a focus in Entrepreneurship and a B.S. in Business Administration from Framingham State University, with a focus in Finance and Economics.
Active in the community, Caitlin currently serves on the board of The Lutheran Church of the Newton’s as their Head of Missions, a mentor in the Smaller Business Association of New England’s innovation awards, and a mentor in the Cherie Blair Foundation’s Mentoring Program.
2017 Mid-Year ISO: The Tortoise And The Hare Cycle
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
You don’t define your wealth by numbers alone, but also by the opportunities it provides. For more than 200 years, U.S. Trust has helped clients navigate the complex challenges of managing significant wealth. We draw on U.S. Trust’s personalized approach and private banking services, as well as the resources of Bank of America Corporation, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.
At U.S. Trust, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.
Request a copy of our latest Wealth and Worth report. The 2017 U.S. Trust Insights on Wealth and Worth® survey explores generational diversity and found a high-degree of multi-generational financial interdependence but also emerging conflicts and distinctly different approaches in four key areas: Investing, family, giving and work.