Andrew Peale Allen

Vice President, Private Client Advisor

Professional Profile

Andrew Allen is a Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management, in New York. In this role, Andy is responsible for connecting high net worth individuals, families and institutions to strategies that align with their financial goals. His client-centered approach offers a broad range of investment, wealth structuring, and specialized credit and banking services, delivering a boutique experience.

Andy works with a diverse clientele including entrepreneurs, business owners, professionals, executives, multi-generational families and non-profit organizations. As the lead relationship manager, Andy facilitates integrated strategies across the wider U.S. Trust® team. He is deeply committed to serving clients and supporting their evolving priorities.

Andy holds a B.A. in History from Yale, an M.B.A. from The Tuck School of Business at Dartmouth, and is a graduate of Phillips Exeter Academy.

Andy is a board member of the Peale Foundation, an organization that supports causes that promote Norman Vincent Peale’s philosophy of positive thinking and living.

Andy lives in Southport, Connecticut, with his wife and their two daughters.

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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.