Douglas Holthaus

Senior Vice President, Private Client Advisor

Professional Profile

Douglas M. Holthaus is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management in Baltimore. Doug works with business owners, entrepreneurs, senior executives and affluent families to help them deploy and pass on their wealth more effectively. Doug tailors his approach to the clients he serves; he works with a select group of highly successful people, helping them streamline their financial lives and prioritize the family, business and philanthropic concerns they deem most important.

Doug leads a team of U.S. Trust® specialists who cater to the unique needs of each client. He leverages the extensive capabilities of U.S. Trust, channeling resources across multiple disciplines: investment management, concentrated stock management, pre- and post- liquidity event strategy, trust and estate planning services, and philanthropy. Doug is skilled in coordinating cohesive strategies with a client’s tax and legal advisors, as appropriate, spearheading sound communication and long-range planning.

Doug has extensive experience working with both private clients and institutions. Prior to joining U.S. Trust in 2014, he was a Senior Relationship Manager with PNC Wealth Management, where he worked for six years as an advisor to affluent clients. Previously, Doug was a Vice President of Mercantile Capital Advisors, a predecessor firm of PNC, where he spent nearly five years as a Vice President of Alternative Investments and Mutual Funds. Doug’s experience also includes tenures with Deutsche Asset Management, where he was a Relationship Manager to institutional clients; Friedman, Billings, & Ramsey Group, where he designed employee stock plans and executive services; and Legg Mason, where he began his career in 1996 in Client Account Services.

Doug holds a B.A. in Political Science from Salisbury University.

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

Howard D Schwartz

Private Client Advisor

410.547.4319

Laura A Klepczynski

Portfolio Manager

410.547.4284

Adam Fuller Burch

410.547.4172

John A Gilpin

Senior Trust Officer

410.547.4776

Key Contacts

Rosemary W Dutton

410.547.4282

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.