Angela Yu Alldredge

Senior Vice President, Private Client Advisor

Professional Profile

Angela Yu Alldredge is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management and she has over two decades of experience in the financial services industry working with high net worth individuals and families. In her role, Angela is responsible for providing strategic guidance and tailored solutions, based upon the client’s risk tolerance, time horizon, liquidity needs and overall investment goals, to the clients she serves with respect to investment management, lending, wealth management and philanthropic needs. Angela and her team understand clients’ unique investment goals and strive to develop strategies that are custom tailored to each clients’ needs and goals. Angela leads a team of seasoned advisors supporting the needs of high and ultra high net worth individuals, families, institutions and foundations. She works closely with a team of advisors that includes Wealth Strategists, Portfolio Managers, Trust Officers and Private Bankers. Angela also provides guidance to clients on innovative wealth structuring strategies.  Angela and her team understand the complexity that comes with having wealth, they help implement specialized lending solutions related to many areas such as commercial real estate, aviation, marine and fine art.

Prior to joining U.S. Trust, Angela was Vice President and Market Manager at HSBC responsible for establishing the denovo offices in San Diego, and leading, driving and managing the sales culture for the market. Angela started her career at Bank of America, where she was a Senior Vice President and Premier Relationship Manager until 2009.

Angela is a reputable leader of the San Diego Chinese Community and an active member of the Hong Kong Association and Asian Business Association.

Note: Angela does not provide tax advice in her current role at U.S. Trust.

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

Brian A Gemmell

Private Client Manager

619.515.5671

Dawne Clark

Portfolio Manager

619.515.5634
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Stephen Ross

Portfolio Manager

619.515.5625

ERIC BAGGETT

Wealth Strategies Advisor

619.515.5645

Key Contacts

Raseca Eustaquio

619.515.7175

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.