Emilia Penney

Vice President, Private Client Associate

Professional Profile

Emilia L. Penney is a Vice President and Private Client Associate at U.S. Trust, Bank of America Private Wealth Management. In this role, she is responsible for connecting high net worth individuals and institutions to solutions that can help them reach their financial goals. Her approach combines the client experience of a boutique-like private bank with access to extensive resources, including traditional, specialty asset, alternative, and capital market investment solutions as well as customized credit and banking offerings.

Emilia L. Penney is a member of the Historic Richmond Junior Board, a Board Immersion Trustee at The Valentine and a Speaker on the Arts at the Virginia Museum of Fine Arts.

Emilia L. Penney earned her M.A. in Art Bustiness from Sotheby’s Institute of Art New York and her undergraduate degree is Art History from the State University of New York at New Paltz.

Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

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

Edward (Ted) A Booth

Portfolio Manager

804.887.8787

Basil M Jones

Private Client Manager

804.887.8776

Karen Buchanan

Senior Trust Officer

804.887.8818

Mark Kemp

Private Client Manager

804.887.8759

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.