John G. Stewart

Senior Vice President, Private Client Advisor

Professional Profile

John Stewart is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management and has over 25 years of experience serving the financial needs of high net worth individuals, families, not-for profit institutions and businesses. John is responsible for providing strategic guidance to clients with respect to investment management, customized lending, trust and estate planning services and philanthropic objectives. John leads a team of dedicated specialists and accesses the vast resources of U.S. Trust to help provide comprehensive solutions with a highly personalized client experience.

Prior to joining Bank of America in 2006, John was a financial advisor with Merrill Lynch and was previously with Key Bank providing commercial lending and treasury services to small and medium sized businesses. As a former commercial loan officer, John also has extensive credit experience.

John holds a Bachelor of Science degree in Business Management from the State University at Plattsburgh and is a CERTIFIED FINANCIAL PLANNER certficant. 

John is a member of the Estate Planning Council of Eastern NY and active in the community having previously served on the advisory boards of the Regional Food Bank of Northeastern New York, The Salvation Army Albany Area Services and the Visiting Nurses Association of Albany.  John currently serves on the elder board for Bethlehem Community Church and has also been active in youth programs serving as an adult leader in Boy Scouts, a mentor/instructor with Junior Achievement and leading multiple mission trips for his church’s youth group.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER in the U.S.

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

John J Quinlan

Portfolio Manager

518.626.2776

Craig C Chenevert

Senior Trust Officer

518.626.2763

Rocky Fittizzi

Wealth Strategies Advisor

518.626.2766

Key Contacts

Debra M Cummings

518.626.2764

Lisa Smalley

518.626.2734

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.