Donald K. Jones

Senior Vice President, Private Client Advisor

Professional Profile

 
Donald K. Jones is a Senior Vice President and Private Client Advisor with U.S. Trust. Don works closely with high net worth individuals and families, developing in-depth strategies and offerings that align with their financial goals. He has particular depth in serving senior executives and entrepreneurs in technology and biotechnology, hedge fund and private equity principals, private company business owners, and professional athletes (NFL, NBA, MLB, NHL). Don offers a highly personalized approach to growing, preserving, and transferring wealth, devising strategies that reflect the unique characteristics of each client. 

Don works in concert with a team of U.S. Trust® specialists, each of whom has in-depth knowledge in a particular discipline: investment management, trust and estate planning services, credit and lending through Bank of America, N.A., family office services, and philanthropy. As a key point of client contact, Don provides consistency and coordination across the U.S. Trust® team, directing offerings that are thoughtful, cohesive, and carefully implemented. He spends significant time discerning a client’s concerns, aspirations, and priorities—both at the outset of the relationship and through ongoing dialog—so that he can effectively channel client needs.

Don believes that the team structure and depth of local resources at U.S. Trust result in a robust and engaging client experience.

Prior to joining U.S. Trust, Don was a Vice President with Goldman Sachs Private Wealth Management.

Don earned his B.A. in Economics from Harvard University. He holds the Chartered Financial Analyst® (CFA®) designation and the Chartered Alternative Investment Analyst (CAIA) designation.

Don serves on the Board of Overseers of the Boston Ballet.  He is also a Director of the Boston Police Foundation.

The CAIA Association Logo is a registered service mark and CAIA℠ is a service mark owned by CAIA Association®.

Chartered Financial Analyst® and CFA® are trademarks owned by CFA Institute.

Key Contacts

Sila Aydugan

Private Client Manager I

617.434.8150

Channel A Nova

617.434.5206

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.