Brett Lindeman

Senior Vice President, Private Client Advisor

Professional Profile

Brett B. Lindeman is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management in San Diego.  Brett is well versed in assessing and addressing the unique characteristics of a client’s financial needs in terms of wealth structuring, investment management and banking/credit.  Brett leads a team of locally based experts within U.S. Trust, who work in concert to develop tailored wealth structuring strategies for high and ultra high net worth individuals, family offices, institutions and foundations.

Personable and positive by nature, Brett is unwavering in his dedication and commitment to providing effective and reliable advice to each and every client. He performs as a trusted advisor to his clients, always in tune to their preferences and providing guidance if and when changes occur in their business and financial environment. Brett connects clients to US Trust’s broad range of resources including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.

Brett originates from the state of Kentucky and earned his Bachelor of Science in Marketing and International Business from University of Louisville. He earned his Master of Business Administration from University of San Diego with an emphasis in both Real Estate and International Business.  Brett also studied abroad in Barcelona, Spain and in Buenos Aires, Argentina.

Brett is an active hiker, outdoors enthusiast and traveler. He travels both domestically and internationally each year. He has travelled extensively within the United States as well as to sixteen countries worldwide including safaris in Kenya, scuba diving in Mexico and most recently touring Machu Picchu by hiking the Incan Trail in Peru.

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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.