Anuradha Vohra

Managing Director - US Trust, Private Client Advisor

Professional Profile

Anu Vohra is a Managing Director and Private Client Advisor with U.S. Trust in New York. Anu advises a select group of accomplished clients who have sophisticated wealth management needs. She leads a team of U.S. Trust® specialists who work in concert to design integrated initiatives in investment management, trust and estate planning services, credit and lending, executive services and philanthropy. Anu’s experience, judgment, and acumen heighten her effectiveness in discerning client needs and executing on their requests.

Anu works with clients who have had diverse paths to wealth: hedge fund principals, financial services executives, business owners, multi-generational families and foundations. Skilled in analyzing both sides of a client’s balance sheet, she looks to identify efficiencies and pursue long-term strategies for the prudent management of assets and liabilities. As the key point of client contact, Anu enjoys serving as a trusted advisor and sounding board for a wide range of issues and ideas. She demonstrates her commitment to client well-being through relentless service, dependable outreach and precise coordination across the wider enterprise.

Prior to joining U.S. Trust, Anu spent 25 years with Citi Private Bank in New York, where she was a Senior Private Banker and Managing Director. She began her financial services career in 1984.

Anu holds an M.B.A. in international business and finance from New York University. She earned her B.A. and her M.A. from Delhi University.

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

Alex Y Li

Private Client Manager

212.852.3902

Jean-Philippe (J.P.) Z. Mourra

Private Client Manager

212.852.2598

Key Contacts

Sharon Campbell

212.852.2470

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.