Jason Anderson

Vice President, Private Client Advisor

Professional Profile

Jason Anderson is a Vice President and Private Client Advisor with U.S. Trust. He joined U.S. Trust in January 2015.  Jason provides tailored financial strategies to a select group of high net worth clients. He applies the acumen and knowledge he has gained from extensive experience guiding an accomplished clientele through significant decision points in their financial lives. Jason develops deep, long-term relationships with clients, prioritizing their best interests while implementing a clear and transparent process to pursue their goals. He leads a team of U.S. Trust® specialists, each of whom apply in-depth knowledge in a particular wealth discipline.

Jason begins each engagement by discerning a client’s particular priorities, concerns, and aspirations. He then channels the expansive resources of U.S. Trust, strategically pursuing efficiencies in multiple areas including investment management, trust & estate planning services, credit and lending, family office services, and philanthropy. A proponent of client education, Jason works to provide the balanced information clients need to sustain effective frameworks for wealth preservation, growth, and transfer. He offers not only his own insights, but those of U.S. Trust® specialists and the shared experiences of client peers.

Jason has more than 15 years of experience in financial services. He has worked in diverse geographies with clients from varied industries, providing him with a robust appreciation for the nuances of significant wealth. Prior to joining U.S. Trust, he was a Director with UBS Private Bank in New York, where he served as a Client Advisor to ultra-high-net-worth individuals, families, and institutions. Previously, Jason worked as a Private Banker for Westpac Private Bank in Sydney, Australia, and a Senior Financial Advisor with ANZ Private Bank in Hong Kong. His career also includes a tenure as a Financial Planner and Business Manager for a financial boutique in Sydney.

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

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Marc J Loew

Portfolio Manager

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Nancy H. O'Reilly

Senior Trust Officer


Key Contacts

Linda Pangione


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


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.