Marc Freitag

Vice President, Private Client Advisor

Professional Profile

Marc Freitag is a Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management. He leads a team of specialists who seek to provide guidance and customized strategies to high net worth families and individuals in the areas of Investments, Credit, Banking and Estate Planning. Marc and his team seek to provide clients with an integrated plan tailored to each client's unique needs and to help clients manage the complexities of wealth.

Prior to joining U.S. Trust in 2016, he spent 15+ years at various instutitions managing securities and real esteate. He is an active volunteer and in the past has served on the boards of The American American Cancer Society, Joe DiMaggio Children & Memorial Hospital Foundation, as well as the Holocaust Memorial of Miami Beach

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

Stacy L. Kenyon

Senior Trust Officer


Mordelo (Beau) Breckenridge

Private Client Manager


Derek M Hong

Portfolio Manager

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Greg Downs

Market Investment Executive

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Joseph (Joe) W Cole

Portfolio Manager


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


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.