Laureen A Schiller

Managing Director - US Trust, Private Client Advisor

Professional Profile

Laureen Schiller is a Managing Director and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management. Laureen began her financial career with Bank of America in 1986 and joined the Private Bank division in 1993.  In her role as a Private Client Advisor, Laureen helps ultra-high net worth families, executives, entrepreneurs and individuals manage their financial lives.  As team lead, Laureen is responsible for leveraging and delivering the global resources of Bank of America and U.S. Trust, to serve clients – delivering finely crafted financial strategies. Laureen’s extensive experience and perspective, including 25 years dedicated to her ultra-affluent clients, affords her deep knowledge in providing a comprehensive suite of products and services.  These financial strategies include investment management, banking, customized credit, cash management, estate planning and wealth transfer, all of which are tailored to meet each clients’ specific financial goals.

Laureen is a proven believer in the financial education and empowerment of her clients' children and of the generations that follow. She actively volunteers and mentors women and primary and secondary school children about financial education and awareness within their communities.

A California native, with an Oregon upbringing and education (University of Oregon), Laureen and her family live in San Francisco. Laureen is active in her community and is on the board of a private family foundation.

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

Kristin M Boettger

Private Client Manager

415.913.3434

Robert J Dent

Portfolio Manager

650.849.2152
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Daun L Stallons

Senior Trust Officer

415.913.5324

Key Contacts

Reginalyn (Regina) Samson Wei

415.627.2783

Edward Liu

415.627.2754

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.