Joel Stuart Petersen

Senior Vice President, Private Client Advisor

Professional Profile

Joel Petersen is a Senior Vice President and Institutional Client Advisor at U.S. Trust.  For more than ten years, Joel has been applying his broad financial and business experience in a wealth planning and advisory capacity working with high and ultra high net worth individuals and families, along with non-profit institutions, endowments and foundations.  Prior to joining U.S. Trust, he served as a Vice President at Bernstein Global Wealth Management.  He also spent over twenty years driving and advising the strategic, marketing and operational efforts of market leaders, small to mid-sized privately held companies, as well as startups.

Joel earned a BA degree in Business Administration with a Finance Concentration from Western Washington University.  Active in the local community, Joel is a member of Board of Directors of the Rotary Club of Emerald City and a board member of Western Washington University’s Center for Innovation in Education.  Joel is also Past President and current member of the Board of Trustees for Bellevue Arts Museum.

Joel brings decades of experience to his U.S. Trust® team, applying deep insight, knowledge and understanding when advising client families and organizations.  Using a holistic and highly personal approach and leveraging the vast resources at their disposal, Joel's team seeks to help clients simplify the complexities of wealth, preserve and further build wealth by developing a “fortress” plan around their balance sheet, be prepared for future events, both known and unknown, and bring to life their financial goals while addressing life’s inevitable challenges.



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

Advisor Image

Christine A. Trostle

Private Client Manager

206.358.3359

Key Contacts

Kari J Koochagian

206.358.0064

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.