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Margaret Goldfarb

Managing Director - US Trust, Private Client Advisor

Professional Profile

Margaret “Peggy” Goldfarb, a Managing Director and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management has more than thirty years of experience in financial services and leads a team of advisors in the Philadelphia area supporting the needs of high net worth and ultra high net worth individuals.  With an integrated approach, Peggy and her team provide clients with day-to-day banking services as well as traditional and alternative investment management, customized credit, retirement planning, trust, estate and wealth transfer strategies. Prior to joining Bank of America in 2003, she served in numerous roles with PNC Bank in Philadelphia, most recently as a Client Advisor. Peggy earned her Bachelor of Business Administration degree with a concentration in Management from the Wharton School of Business at the University of Pennsylvania.

Peggy seeks to provide a professional and high end client experience. Maintaining a personal touch, being readily accessible and keeping clients informed are distinctive elements of her practice. She also has extensive experience working with lawyers, law firms and their clients. In her role, Peggy provides clients with access to the comprehensive resources of the U.S. Trust® platform and helps clients to stay current with wealth management plans and strategies.

An active member in her community, Peggy has previously served on the boards of Big Sister's, Women’s Way, the Women's Law Project and Cradles to Crayons.

*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

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

David Scott Owens

Private Client Manager


Jeffrey (Jeff) Barson

Portfolio Manager


Gregory C Rau

Portfolio Manager


Matthew D Simpson

Portfolio Manager

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Isla Grant

Senior Trust Officer


Lynda K Byrd

Senior Trust Officer

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Lisa Mittelman

Senior Trust Officer


Key Contacts

William (Bill) J Donnell


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.