Kathleen (Kathy) Ann Gallagher

Senior Vice President, Private Client Advisor

Professional Profile

Kathy provides strategic advice to families, foundations and endowments.  Her 25+ years of experience with Bank of America in Commercial Banking and Global Wealth and Investment Management roles allow her to deliver a personalize client experience with the global resources of Bank of America.

Kathy focuses her work on:

Advising business founders and key executives regarding strategies for business growth and transitions; including capital raising, planning for sales and business succession.

Developing customized investment, financing and wealth structuring approaches to enhance cash flow, leverage assets and establish appropriate trust and fiduciary services.

Guiding families through financial planning and philanthropic discussions to implement family goals and long term objectives.

Working with non-profit organizations to manage endowments to support their missions.

She believes that one of the keys to a successful long term relationship is collaboration with client’s business, accounting and legal professionals to simplify the implementation of complex strategies. 

Kathy received her BA in Economics from University of California, Irvine and MBA from University of Southern California. She holds the Certified Investment Management Analyst® and Chartered Advisor in Philanthropy® professional designations and is a member of the Investment Management Consultants Association and the Partnership for Philanthropic Planning.

CIMA® is a registered certification mark of Investment Management Consultants Association, Inc.  Chartered Advisor in Philanthropy® and the CAP® mark are the property of the American College, which reserves the sole rights to its use, and is used by permission. 

 

 

 

 

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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.