Craig A. Gleason

Senior Vice President, Private Client Advisor

Professional Profile

Craig Gleason is a Senior Vice President, and Private Client Advisor at U.S. Trust.  In his role, Craig and his team deliver the full suite of U.S. Trust® capabilities to clients providing comprehensive strategies for Credit, Banking, Investment, Trust, and Wealth Planning needs. 

Solving your sensitive and complicated financial requirements is nothing new to Craig. He joined U.S. Trust in 2008 helping clients and their familes protect wealth and create liquidity during one of the most complex market cycles in a generation.  Prior to U.S. Trust, Craig held a corporate finance position at Fidelity Investments in their Institutional Investments group.  Before starting his career in finance, Craig managed a multi-million dollar Software and Service product development organization for Sun Microsystems, a former Fortune 500 technology firm.  Craig began his service career as a telecom industry associate with IBM Global Services. 

Craig holds an M.B.A from Boston University in Finance and Entrepreneurship as well as a B.A. from Colgate University in Economics and Political Science. Craig has attended the finance executive education program at The Wharton School.

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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.