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Jason M Foster

Senior Vice President, Private Client Advisor

Professional Profile

Jason is the team lead for U.S. Trust in the North Bay for our existing client base. In addition, he is responsible for developing new business by introducing highly affluent clients to the full spectrum of our capabilities.  Jason has 18 years of experience in banking and finance, with 14 years at Bank of America.  Most recently he served as the Consumer Market Executive for the North Bay market with responsibilities to manage 32 banking centers, 400 associates and over $3 billion dollars of deposit relationships across Sonoma, Marin and Napa counties. He has also managed client management teams for the bank Premier Banking group in both San Francisco and the North Bay.  Having served his entire professional career in the North Bay, he has chosen to join the U.S. Trust® team to pursue his passion of serving high net worth clients in his home community. He has extensive experience and knowledge in lending, banking, and investments, combined with U.S. Trusts exceptional resources in trust and estate planning. Jason’s role is to work to combine his experience, knowledge and commitment to the community, with the organization’s capabilities to create the most comprehensive and holistic wealth management plan in the marketplace.

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

Jonathan C Herpel

Portfolio Manager

415.627.2146
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Daun L Stallons

Senior Trust Officer

415.913.5324

Frank L Ciangi

Private Client Manager

707.293.2534

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.