Julie Min Chayet

Managing Director - US Trust, Private Client Advisor

Professional Profile

Julie Min Chayet is a Managing Director and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management. Julie collaborates with the client’s broader U.S. Trust team and external advisors to oversee investment, trust, philanthropy, credit and lending services.

From 2014-2018, Julie led a team of Trust Officers in Connecticut, Upstate New York and Long Island as the Market Trust Executive. Prior to joining U.S. Trust, she worked for Fiduciary Trust Company International as a Business Development Officer and served nine years as Trust Counsel. Julie also practiced law in New York and Connecticut, with a focus on estate planning and settlement.* Julie holds a B.A. from Haverford College, an M.P.A. from Columbia University’s School of International and Public Affairs, and a J.D. from Fordham Law School.

She is a former board member of the Estate Planning Council of New York City, and is a frequent speaker on wealth transfer planning. Julie has written articles for Trusts & Estates, Metropolitan Corporate Counsel and Director’s Monthly. She is a member of the New York Bar Association, Section on Trusts and Estates, and the National Asian Pacific American Bar Association (and its New York and Connecticut affiliates). She is a Champion for Diversity and Inclusion in her market. Julie is the current President of the Connecticut chapter of the Fordham Law Alumni Association. She is also Past President of the Alumni Association of Haverford College, and current co-chair for the Class of 1991 Annual Giving Fund. In 2016, she received the William E. Sheppard Award given for exemplary service to Haverford College in the area of alumni activities. Julie is a member of the Wildlife Conservation Trust/Timber Owners of New England, a conservation organization in New Hampshire.

* In her role at U.S. Trust, Julie does not provide legal advice

© 2018

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

Jeffrey J. Danile

Senior Trust Officer

203.352.4442

Mark S. Ellis

Private Client Manager

203.341.3226

Megan MacDonald

Private Client Manager

203.422.5204

Gerald Scott

Portfolio Manager

203.341.3206

Christine C Pennell

Portfolio Manager

203.341.3229

Key Contacts

Jacqueline Almerino

203.341.3216

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.