Drew M Iacovazzi

Vice President, Private Client Advisor

Professional Profile

Drew is a Vice President and Private Client Advisor 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 strategies to pursue their financial goals. His client-centered approach guides investors through a broad range of investment, wealth structuring, and specialized credit and banking services - delivering a boutique-like experience within a world class suite.

Drew is on the steering committee of the Connecticut Land Conservation Council, and graduated from Champlain College with a B.S. in Business. He is also a member of the Professional Advisory Committee of the Hartford Foundation for Public Giving, and he serves on the Board of Overseers at The Bushnell Center for the Performing Arts.

 

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

Stephen D Woodruff

Portfolio Manager

860.313.7017

Stacie A Aubrey

Senior Trust Officer

860.313.7008

Marlene K Haddad

Private Client Manager

860.313.7038
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Daniel (Dan) P. Casper

Wealth Strategies Advisor

860.313.7025

Key Contacts

Carole Simmons

860.313.7005

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.