Bryan Smith

Vice President, Private Client Associate

Professional Profile

Bryan Smith is a Vice President and Private Client Associate at U.S. Trust, Bank of America Private Wealth Management. In this role, he is responsible for connecting high net worth individuals and institutions to strategies that can help reach their financial goals. His approach combines the client experience of a boutique like private bank with access to extensive resources, including traditional, specialty asset, alternative, and capital market investment strategies as well as customized credit and banking offerings. 

Bryan has over 15 years of financial services experience in capital markets and wealth management.  Prior to joining U.S. Trust Bryan spent the majority of his career in the institutional equity sales and trading business both as a trader and research sales where he advised hedge funds, mutual funds and other institutional clients on diversifying investment risk, single stock selection and macro-economic trends.  

Bryan graduated from the Gilman School in Baltimore before attending Loyola University Maryland where he graduated with a Bachelor of Arts degree in Education and played lacrosse on the Division 1 men's lacrosse team.  Bryan lives in Darien, Connecticut where he is a member of Darien United Methodist Church.

Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

 

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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.