CHRISTOPHER HENRY

Vice President, Private Client Associate

Professional Profile

Chris Henry 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 services 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 solutions as well as customized credit and banking offerings.

Chris has significant experience working with an accomplished client base, including entrepreneurs, senior executives, and nonprofit organizations.  He enjoys developing deep client relationships that evolve over time, reflecting the evolving nature of each person, family and nonprofit organization. 

Prior to joining U.S. Trust, Chris was a Vice President and Client Advisor with SunTrust Private Wealth Management in Richmond, Virginia, where he specialized in financial planning and risk management for attorneys and CPA’s.  

Chris graduated from Virginia Tech with a Bachelor’s of Science in Management with a concentration in Entrepreneurship, Innovation, & Technology.  Chris is a CERTIFIED FINANCIAL PLANNERTM (CFP®) certificant awarded by the Certified Financial Planner Board of Standards, Inc.

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. Second Disclosure: 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

Mark Kemp

Private Client Manager

804.887.8759

Basil M Jones

Private Client Manager

804.887.8776

Karen Buchanan

Senior Trust Officer

804.887.8818

James C. Templeman

Portfolio Manager

804.887.8841

James A Wiltshire

Portfolio Manager

804.887.8772

Edward (Ted) A Booth

Portfolio Manager

804.887.8787

Wesley A Townshend

Sr Trust Rel Officer-Local

804.887.8811

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.