James T. Walsh

Senior Vice President, Private Client Advisor

Professional Profile

James Walsh is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management based in Greensboro, NC.  James works closely with clients to address a range of wealth management needs. He leads a team of U.S. Trust® specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity-event strategies, lending and philanthropy. As the key point of client contact, James is responsible for assessing client goals, determining priorities and building a team of specialists around each client. He is sensitive to the unique characteristics of each client and family, tailoring his outreach based on their personal, professional and philanthropic objectives.

Prior to joining U.S. Trust, James was in Global Commercial Banking at Bank of America for over 10 years.  James has been in the financial services industry for over 10 years and enjoys serving his clients in a variety of ways.  In addition to serving his financial clients, James also enjoys using his influence to help his local church, counseling, and volunteers with many local nonprofits such as Big Brother Big Sister, Boys and Girls Club and the YMCA.  Prior to his career in Finance, James served as a missionary in Aguascalientes, Mexico and is also fluent in Spanish.   

James earned his Bachelor of Arts degree in 2004.  As a lifelong student, James has also completed an MBA in International Business from Liberty University as well as a recently completing a Masters of Arts in Biblical Counseling in 2017 from The Master’s University. 

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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.