Andrew Janfaza

Managing Director, Private Client Advisor

Professional Profile

Andy Janfaza is a Managing Director, Private Client Advisor and Institutional Client Advisor with U.S. Trust, Bank of America Private Wealth Management in Boston.
 
As the leader of a client’s U.S. Trust® team, Andy helps guide productive decision-making and provides financial strategies for institutions and families. Since 1996, Andy has worked with clients who have complex needs, including non-profit endowment committees and family foundations; private equity, venture capital, and hedge fund principals; as well as entrepreneurs, business owners and senior executives.
 
Andy directs initiatives across multiple disciplines, drawing on his own extensive experience and the detailed knowledge of U.S. Trust® specialists in investment management, institutional and philanthropic services, trust and estate planning services, credit and banking.  He is skilled in anticipating issues, unifying goals, and charting and communicating a clear path of action.
 
Prior to joining Bank of America, Andy spent six years as a senior executive focused on marketing and new business development with HighVista Strategies, an endowment-style fund based in Boston. Previously, he spent 12 years in wealth management as a Director with Deutsche Bank Alex. Brown and was a Vice President with Goldman Sachs.
 
Andy earned his A.B. in History from Harvard College and his M.B.A. from Harvard Business School.
 
Andy also has extensive hands-on experience as a volunteer, having served on numerous boards and investment committees. He is a current board member of Harvard Hillel, an advisory board member of the Harvard Varsity Club, and a current trustee of Hebrew Senior Life, a Harvard-affiliated teaching hospital focused on elder care and geriatric research. He is also a past trustee of the Jewish Community Centers of Greater Boston, The Meadowbrook School of Weston and Noble and Greenough School, where he served on the investment committee for 15 years.

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

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Melissa G Spangler

Private Client Manager

617.346.1220
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Mark C Wieland

Portfolio Manager

617.434.9869

Robert Rene Drouin

Wealth Strategies Advisor

617.434.1736

Christopher Biotti

PWM Market Exec

617.434.9292

Key Contacts

Johnathan (John) S Vega

617.434.8134

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.