Luke Naes

Vice President, Private Client Associate

Professional Profile

Luke Naes is a Vice President and Private Client Associate at U.S. Trust, Bank of America Private Wealth Management.  He is responsible for developing and managing relationships with high net worth and ultra-high net worth families and institutions, addressing their planning, banking, fiduciary, business, charitable, and investment needs.  Luke leads a team with an overall mission to build a wealth plan that aligns with each family's personal values and goals.  The process starts with a conversation, and we apply our deep insight and broad expertise to help meet complex goals and objectives.

Prior to joining U.S. Trust in 2018, Luke was a Senior Financial Consultant with TD Ameritrade in Denver.  Prior to TD Ameritrade, he held a position in corporate finance in Denver as well.  Luke received his bachelor's degrees from the University of Colorado at Boulder in Accounting and in Finance with a Certificate in Entrepreneurial Studies.

Luke is an alumnus of the Regis Jesuit High School in Aurora, CO and a Big Brother with Big Brothers and Big Sisters of Colorado. His interests include spending time with his family, hiking, skiing, golf, and sports of all kind.  Luke lives in Denver with his dog, Riley.

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

John Karns

Portfolio Manager

303.575.5834

Frederick A. Fischer

Private Client Manager

303.575.5806

Kimberly Skeie Eilber

Senior Trust Officer

303.575.5814

Key Contacts

Michael Sanney

303.264.6290

Kacey O'Connor

303.575.5816

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.