Brant P McGettrick

Senior Vice President, Private Client Advisor

Professional Profile

Brant McGettrick is a Senior Vice-President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management. Brant  works closely with business owners, entrepreneurs, corporate executives, and private equity partners to help identify and address distinctive wealth management needs. He directs the coordination and delivery of integrated strategies across multiple disciplines, including investments, trust and estate planning services, philanthropy, family office services, and private banking.

Brant is particularly skilled in helping clients streamline personal and professional financial lives. He is experienced in navigating the intersection of family and business wealth with a focus on identifying potential efficiencies. Brant not only channels his own insight and that of the larger U.S. Trust® team, but also the experiences and best practices of an accomplished group of client peers.

Brant has worked in wealth management since 1994. Prior to joining U.S. Trust, he was a Vice President at BNY Mellon, where he counseled clients on a range of financial needs. His experience also includes tenures with Wells Fargo, North American Management Corp., and Argent Wealth Management, where he provided wealth strategy and services to high-net-worth clients.

Brant earned his B.A. in Accounting from the University of Massachusetts Sloan School of Business and his M.S. in Taxation from Northeastern University.

Brant is a member of the American Institute of Certified Public Accountants, Massachusetts Society of Certified Public Accountants, and Boston Estate Planning Council.* He is very active in the family business community and has served on the board of the Family Business Association of Massachusetts.

*In his role at U.S. Trust, Brant does not provide tax advice.

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

Nicole Monchik

Private Client Manager

617.434.0764

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.