SVP, Private Client Manager

Elizabeth J Hopkins

Senior Vice President, Private Client Advisor

Professional Profile

Elizabeth Hopkins is a Senior Vice President and Private Client Advisor with U.S. Trust®, Bank of America Private Wealth Management in Richmond, Virginia. Elizabeth works with a select group of high net worth individuals, families and institutions to discern their complex financial goals and distinctive priorities.

Elizabeth leads a team of U.S. Trust® specialists who provide intensive analysis and tactical guidance in investment management, trust and estate planning, credit and banking, wealth structuring and philanthropy. Mindful of client priorities, Elizabeth seeks to help each family distill complexity, capitalize on opportunity and preserve their long-term legacy.

Elizabeth has significant experience working with an accomplished client base, including owners of closely-held businesses, entrepreneurs, senior executives, hedge fund principals and nonprofit organizations. Attuned to the complexities and nuances of significant wealth, she fosters a client-focused ethic that is grounded in customization and a diverse perspective. Elizabeth enjoys developing deep client relationships that evolve over time, reflecting the evolving nature of each person, family and nonprofit organization.

Prior to joining U.S. Trust, Elizabeth was a Vice President and Banker at J.P. Morgan Private Bank in New York. In addition, Elizabeth was a Vice President, Fixed Income Relationship Manager with Merrill Lynch, and a Summer Associate with Goldman Sachs Private Wealth Management, also in New York. She began her career with Lehman Brothers in 2000.

Elizabeth earned her M.B.A. from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill and her undergraduate degree in business administration and marketing from James Madison University. Elizabeth is a board member of Venture Forum RVA and The Richmond Ballet Advisory Council.

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

Advisor Image

Lawrence T Malecky

Wealth Strategies Advisor

804.887.8812

Basil M Jones

Private Client Manager

804.887.8776

Mark Kemp

Private Client Manager

804.887.8759

James C. Templeman

Portfolio Manager

804.887.8841

Karen Buchanan

Senior Trust Officer

804.887.8818

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.