Brian Fink

Senior Vice President, Private Client Advisor

Professional Profile

Brian Fink is a Senior Vice President and Private Client Advisor for U.S. Trust, Bank of America Private Wealth Management. He has more than 12 years of experience as a private wealth advisor where he has focused his career on enhancing clients’ lives through financial empowerment. 

Brian and his team work with high net worth and ultra high net worth tech entrepreneurs, business owners, real estate families, and corporate executives who have multi-generational planning needs. Brian’s team is made up of seasoned professionals in the investment management, tax, trust and estate, as well as structured lending and banking field.  Through their broad range of experience, they are able to dynamically advise clients on balancing and diversifying risk across each client’s total family balance sheet.  The team delivers this by the thought capital and resources of a multi-national organization with the local touch and feel of a boutique private bank. 

Brian has presented at The Wharton School of the University of Pennsylvania on the complex private banking needs of ultra-affluent business owners and how to best balance risk across their overall balance sheet.  He was on the board of Beyond the Boroughs, an organization that awards college scholarships to severely underprivileged youth.  He has been a contributor on Fox Business New Radio and has appeared in several publications such as the Wall Street Journal and Research Magazine.

Brian holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.

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

Jason Hendricks

Portfolio Manager

203.571.5345

Marsha J Scott

Portfolio Manager

203.352.4412

Mary Wall

Wealth Strategies Advisor

203.352.4480

Mark S. Ellis

Private Client Manager

203.341.3226

John T Kahler

Senior Trust Officer

203.341.3212

Gerald Scott

Portfolio Manager

203.341.3206
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Christina P Clark

Private Client Manager

203.341.3205

Key Contacts

Mary H Fetcho

203.341.3224

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.