Brandon Shen

Vice President, Private Client Associate

Professional Profile




Brandon Shen is a private client focused advisor with a primary area of interest and experience focused on financial management, speciality asset managment, capital market investment strategies, customised credit & banking spanning more than 12 years of experience.

Brandon is currently a Vice President and Private Client Associate at U.S. Trust, Bank of America Wealth Management.  He has been privileged to serve clients through various financial institutions both in China and United States. Noteworthy roles include Client Service Manager at Standard Chartered Private Bank, an Assistant Vice President & Private Client Banker at J.P. Morgan Chase Bank. At Standard Chartered Private Bank, located in Shanghai, China, Brandon made remarkable achievements by providing a comprehensive financial and business planning and strategy for 26 Chinese investment immigration service companies. In addition to this, he was able to manage 12 billion CNY fund pools and totally serviced 60 Private Bank clients with the minimum of at least $10 million funds in their bank accounts.

Known for his professional ethics, he employs a client first approach, and anticipates a client's need and tailors financial advice. Brandon is extensively competent in Lending, Investments, Tax and estate planning, Insurance, Private Banking, Portfolio Management, and Credit.

In order to achieve his interest in financial area, Brandon acquired a Bachelor of Science in Business Administration from University of Southern California between 2004 – 2006, and he was a graduate of Pasadena City College, California, USA where he undertook Pre-business program from 2001 - 2003 and was a Member of Chinese Student Association and Math Club.

Brandon and his wife moved to the Dallas area in 2015. They make their home in Frisco, and they have a 7 years old dog - board collie named Mabu.  

Furthermore, Brandon is community focused and is actively involved with local Asian charities such as The Association of Chinese Professionals and Texas Zhejiang Association; and a member of Marco Polo World Foundation as the board member. He is fluent in Mandarin and English Languages. With constant involvement with community, he is able to devote his knowledge and experience to help members and make community better, and also grow the charity at same time.

As a Vice President & Private Client Associate at US Trust, Bank of America Wealth Management, Brandon hopes to bring a rich, accomplished financial institution with reputable and outstanding history of satisfying client objectives and fulfilling personal purposes. Given his position, he enjoys connecting individuals and families with financial tools strategies to provide to encourage, motivate and help them attain their financial purposes.

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

Maurice D Jelks

Senior Trust Officer

469.294.7122

Kerri G Nipp

Associate Wealth Strategist

214.443.3717

Mazhar A Ali

Private Client Manager

214.443.3604

Reade Achilli

Portfolio Manager

469.294.7130

William (Todd) Todd Westerburg

Portfolio Manager

214.443.3621

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.