Craig J Mardany

Senior Vice President, Private Client Advisor

Professional Profile

Craig Mardany is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management in Newport Beach, working closely with high net worth clients in Orange County, California. He focuses on applying creative techniques to clients involving personalized investments and risk management, credit, trust and estate planning services. His background includes over 30 years in finance including 18 years in private wealth management at Bank of America.

Craig joined Bank of America in 1986, and from 1986 to 1992 was Vice President of the institutional custody and securities lending division serving clients in the government, corporate, insurance and international business sectors. From 1992 to 1999 Craig was a Vice President and Relationship Manager for employee benefit trust clients serving the trust and investment needs of public and private pension plans, 401(k) plans, profit sharing and deferred compensation plans.

Craig earned his degree in Business Administration from Rutgers University in New Brunswick, New Jersey. He also holds the CERTIFIED FINANCIAL PLANNER™ certification.

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

Key Contacts

Jessie Sung

949.760.2966

Diana B Tabbada

949.760.4505

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.