Katherine Wynne

Senior Vice President, Private Client Advisor

Professional Profile

Katherine Wynne is a Senior Vice President, Institutional Client Advisor and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management in Dallas. Katherine works with institutions, high net worth individuals and families, helping them bring order and insight to their financial lives. As the leader of a client's U.S. Trust® team, Katherine harnesses the power of U.S. Trust, assembling a hand-picked team of specialists with in-depth knowledge in the disciplines that clients require.  She coordinates cohesive strategies across the organization, working in concert with a dedicated portfolio manager, philanthropic specialist, wealth strategist, trust officer and private client manager, as appropriate.

Katherine fosters a highly personalized approach to wealth management. She enjoys working closely with clients to help them align their values and priorities within their overall wealth framework.  Channeling the extensive capabilities of U.S. Trust, Katherine is a central resource for a range of needs, from socially innovative investments and charitable giving to legacy strategies and structured credit solutions.  Her intense interest in client wellbeing is mirrored by her accessibility and relentless pursuit of client missions and goals.  Katherine joined U.S. Trust in 2009. Previously, she held senior marketing positions for a number of Fortune 500 firms. She earned her B.B.A. in Marketing and major equivalent in English from Iowa State University.

Katherine is extensively involved in the community.  Her current board positions include TACA (The Arts Community Alliance), New Friends New Life and ARZU Studio Hope. She is a former board member of the Dallas Women's Foundation and Housing Crisis Center, among others. Katherine has served as chairman of the 2009 Cattle Baron's Ball, the largest single-night fundraising event for the American Cancer Society, as a member of the Dallas 2012 U.S. Wrestling Olympic Trials Committee and the Host Committee for the North Texas Super Bowl XLV.

 

 

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

Fowler H. Hatley

Portfolio Manager

214.559.6350

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.