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Eric A. Lowrey

Managing Director, Private Client Advisor

Institutional Client Advisor

Professional Profile

Eric Lowrey focuses on servicing families with complex multi-generational wealth planning as well as assisting nonprofit and tax exempt organizations with endowment and foundation asset management, liquidity managment and other financial matters.

Eric has over 20 years of investment and financial experience. Prior to his starting in his position at U.S. Trust in 2012, Eric was a Senior Vice President at Brown Brothers Harriman & Co. where he serviced as a Relationship Manager in the Wealth Management Department.  Prior to joining Brown Brothers in 1994, Eric was a business analyst for Dun and Bradstreet where he began working in 1989.

Eric received a M.B.A. from Boston University in 2002 with a concentration in Finance and received a B.S. degree from Lehigh University in 1989.

Eric has a passion for charities and has serviced on numerous boards. Currently, he is the Vice President of the Massachusetts 9/11 Fund, Inc., Boston, MA and he a is trustee of two museums which are the American Textile History Museum, Lowell, MA and the Museum of Russian Icons, Clinton, MA.  Eric is also a trustee for the Lankton Charitable Coporation which previous maintained the Africian Gallery of Art in Clinton, MA as well as supported other educational programs for school children in the Clinton, MA area.

*Eric does not offer tax advice in his role at U.S. Trust

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

Nicole Monchik

Private Client Manager

617.434.0764

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.