Jonathan Riddle

Vice President, Private Client Associate

Professional Profile

Jonathan Riddle is a Vice President and Private Client Associate at U.S. Trust®, Bank of America Private Wealth Management based in Stamford, CT. In this role, Jonathan works closely with clients to address a range of wealth management needs. He advises individuals, families, CEOs, and private business owners with a focus on high and ultra high net worth families. In additon to individuals, he also works with institutional foundations and endowments. Together with his team of specialists, he delivers customized advice and guidance to help simplify the complex lives of each U.S.Trust client.

Jonathan leads a team of U.S. Trust® specialists who work in concert to provide guidance, design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity-event strategies, customized credit and philanthropy. Prior to joining U.S. Trust®, Jonathan served as a Client Advisor for Bessemer Trust, a privately owned Multifamily Trust Company. Jonathan was responsible for addressing the wealth management needs of 33 family relationships. Prior to this position with Bessemer Trust, Jonathan served in a similar role at BNY Mellon.


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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.