Jason Whitley

Senior Vice President, Private Client Advisor

Professional Profile

Jason Whitley is a Senior Vice President and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management.  Jason joined the firm in 2018, after having worked in investment management for over 20 years.  He focuses on helping business owners and corporate executives preserve and grow their wealth by employing the extensive resources and personalized solutions of the private bank.  

Jason began his career in investment management in 1995.  He served as Executive Vice President of R. Chaney & Co., a Houston based private equity firm focused on emerging and small companies utilizing energy technologies in North America.  In 2004 he founded the investment advisory firm, WEC Partners, which provided portfolio management services to other investment funds as well as its own investment funds and managed accounts.  The portfolio management services provided were exclusively focused on private and publicly-traded upstream energy companies located in the U.S and Canada. 

Jason earned a Master of Business Administration degree with a concentration in portfolio management from Texas Christian University. He is a member of the Independent Petroleum Association of America, Houston Producers Forum and Rotary International. He also serves on the Board of Trustees of the Center for Hearing and Speech.

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

Brian Sharpe

Market Investment Executive

713.247.7724

Adam R. Innerst

Wealth Strategies Advisor

713.247.6184
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Alberto A Francis

Private Client Manager

713.247.7862

Linda A Stahl

Senior Trust Officer

713.247.6002

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.