Joseph P Silk

Senior Vice President, Private Client Advisor

Professional Profile

A Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management, Joe Silk has over twenty two years of experience serving the needs of high net worth families, private foundations, corporate executives and nonprofit institutions. As of 09/30/2017, clients have entrusted Joe’s group of dedicated professionals with over $1.2 billion of assets and liabilities. In his role, Joe takes a holistic approach of the client’s needs and provides them with access to the vast resources of U.S. Trust in order to help plan and execute a customized strategy. Joe and his team provide guidance only after a deep review of each client’s complete financial picture; uncovering and prioritizing immediate, mid-term and long-range legacy goals. Joe is consultative in his approach; he underscores the value of listening, and is engaging in ongoing dialogues to help capture the changing priorities of the families he serves. He seeks to provide a boutique service standard tailoring plans to help meet clients’ immediate needs as well as helping them build their legacy for future generations.


Joe has served on the Board of Old School Square in Delray Beach as well as the Board of the YMCA of South Florida. Joe has also been very active in numerous youth-oriented athletic organizations in the Delray Beach Florida area.
 

Joe graduated from the University of Notre Dame with a Bachelor of Business Administration in Accounting.  In previous years, Joe has held the Certified Public Accountant designation.

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

Bruce Allen

Private Client Manager

561.665.4060

Michael J Crowley

Portfolio Manager

561.447.8019
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Barbara A Doll

Senior Trust Officer

954.765.2535

Andrew Todd Huber

Wealth Strategies Advisor

561.653.5984

Derek M Hong

Portfolio Manager

561.653.5926
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James (Jim) P Buchanan

Senior Trust Officer

561.447.8023

Key Contacts

Lindsay Patermo Rosenfeld

561.665.4062

Diane M Tabar

561.665.4061

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.