Alexander Matovski

Senior Vice President, Private Client Advisor

Professional Profile

Alexander Matovski is a Senior Vice President and Private Client Advisor with U.S.
Trust, Bank of America Private Wealth Management. Headquartered in northern
New Jersey, Alexander provides customized wealth strategies and advice to high
net worth and ultra high net worth individuals, families, and institutions. He
orchestrates in-depth analysis and effective collaboration across a team of U.S.
Trust® specialists, advancing tailored initiatives squarely focused on the unique
priorities and objectives of each client.

Alexander recognizes both the complexities and opportunities that significant
wealth can pose. Entrepreneurial by nature, he has extensive experience advising
business owners, real estate investors, and corporate executives about the
intersection of their personal and professional wealth. He looks to uncover
efficiencies and advance synergies in multiple areas, including investment
management, trust and estate planning services, credit and lending, business
succession planning, liquidity analysis and cash-flow. Strong relationships
constitute the foundation of his approach—both with clients and with their
external tax and legal advisors, as appropriate. He offers the intimacy and privacy
of a boutique like relationship, bolstered by the extensive breadth and
capabilities of a nationally renowned firm.

Prior to joining U.S. Trust, Alexander held client advisory roles with Morgan
Stanley Private Bank and Wells Fargo Private Bank in New Jersey. He began his
financial services career in 2001 and earned his undergraduate degree in Business
Management from Montclair State University.

Alexander volunteers his time to various local organizations and is active in his
community.

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

Frances Straus

Private Client Manager

973.245.4369
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Louis Porta

Portfolio Manager

201.251.5417
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Christopher M Mazzatta

Associate Wealth Strategist

973.245.4309
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Nancy H. O'Reilly

Senior Trust Officer

201.251.5452

Key Contacts

Linda Pangione

201.251.5414

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.