Alessandro Ugge

Vice President, Private Client Advisor

Professional Profile

Alex is a Vice President and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management. In this role, he is responsible for connecting high net worth individuals and institutions to solutions that can help reach their financial goals. His client-centered approach guides investors through a broad range of investment, wealth structuring, and specialized credit and banking services – delivering the client experience of a boutique like private bank. 

Prior to joining U.S. Trust, Alex spent three years at Citi Private Bank where he served as a Vice President and Associate Banker for the Law Firm Group where he was responsible for working with attorneys to help them achieve their financial goals through banking, credit, and investment solutions. Alex also worked closely with Law Firms across Dallas, Atlanta, and Denver to assist with the firm’s financing needs, management of client escrow funds, and investment management.

Alex earned his Master of Business Administration (M.B.A.). from Texas A&M - Commerce, graduating with honors. Alex is a member of the Frisco Chamber of Commerce - Young Professional Group (FYP), McKinney Chamber of Commerce - Young Professionals Group (MYP), and on the board of directors for the Dallas Junior Achievement Young Executive Society (JA-YES).

Alex lives in McKinney with his family

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Reade Achilli

Portfolio Manager

469.294.7130

Maurice D Jelks

Senior Trust Officer

469.294.7122

Kerri G Nipp

Associate Wealth Strategist

214.443.3717

Let's Have A Conversation

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

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

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.