BRIAN BETTERMAN

Senior Vice President, Private Client Advisor

Professional Profile

Brian Betterman is a Senior Vice President and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management based in Denver, CO. Brian joined the firm in 2018 and has worked in the financial services industry since 2010. Brian leads a team of U.S. Trust® specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity-event strategies, lending and philanthropy. Brian implements generational wealth strategies and manages family dynamics through a hybrid wealth management approach, integrating fundamental advisory with digital innovation.

Prior to joining U.S. Trust, Brian served as a Wealth & Investment Management Private Banker at Wells Fargo Private Bank in Palm Beach, FL. Brian delivered a full suite of wealth management strategies for high net worth & ultra high net worth individuals, families, and closely held business owners. Brian specialized in liquidity & leverage strategies, including life insurance premium financing, private equity co-investment financing, and commercial & private real estate transactions.

Brian earned his Master of Business Administration degree from Regis University in Denver, CO and his Bachelor of Arts degree in Spanish from Florida Atlantic University’s Harriet L. Wilkes Honors College in Jupiter, FL.

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

John Karns

Portfolio Manager

303.575.5834

Frederick A. Fischer

Private Client Manager

303.575.5806

Kimberly Skeie Eilber

Senior Trust Officer

303.575.5814

Key Contacts

Kacey O'Connor

303.575.5816

Michael Sanney

303.264.6290

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.