John Magee

Managing Director - US Trust, Private Client Advisor

Professional Profile

John Magee is a Managing Director and Private Client Advisor at US Trust, Bank of America Private Wealth Management. John joined the firm in 2017 and has over 29 years of experience in the financial services industry.  John works closely with individuals, families, family offices, business owners, and M&A candidates. John provides holistic advice and firm resources to optimize his clients personal balance sheets which include banking, lending, investment management, wealth transfer, asset preservation, and financial forecasting.

From 2009 through 2017, John was an Executive Director and Team Lead at J.P. Morgan’s Private Bank in Denver overseeing in excess of $4.5 billion for wealthy individuals, families, and closely held business owners.  For the four years prior to J.P. Morgan John was a financial advisor with Bernstein Global Wealth Management. From 1996 through 2005 John was CEO/Founder of Clipper Financial Incorporated, a firm that specialized in asset based lending to corporations with a focus on equipment leasing. Clipper Financial was sold in 2005. Prior to founding Clipper Financial, he was an Analyst and Director of Marketing for Republic Financial Corporation in Denver, specializing in aircraft financing and portfolio acquisitions. 

John holds an MBA from the University of Colorado and a BS in Finance and Real Estate from Colorado State University.  He is on the Advisory Board of Directors for Bravo, the Vail Valley Music Festival and an active member of the Association for Corporate Growth.

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

Frederick A. Fischer

Private Client Manager

303.575.5806

John Karns

Portfolio Manager

303.575.5834

Kimberly Skeie Eilber

Senior Trust Officer

303.575.5814

Key Contacts

Kacey O'Connor

303.575.5816

Michael Sanney

303.264.6290

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.