Daniel Kay

Managing Director - US Trust, Private Client Advisor

Professional Profile

Daniel Kay is a Managing Director and Private Client Advisor at U.S. Trust, Bank of America Wealth Management, in Los Angeles.

Daniel leads a team of U.S. Trust professionals to deliver customized financial strategies for high and ultra-high net worth individuals and families in the areas of banking and structured lending.  He leverages U.S. Trust’s fiduciary platform by providing client access to resources including wealth planning and investment management. 

Daniel started his career in wealth management in 1995.  Prior to joining U.S. Trust, Daniel served as Director and Private Banker with Deutsche Bank.  Previously, he served as a wealth management executive at the Credit Suisse Private Bank, Salomon Smith Barney, and Bear Stearns. 

Daniel earned a Bachelor of Science degree from Boston University.

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.