Mark LaRoe

Managing Director - US Trust, Private Client Advisor

Professional Profile

Mark H. LaRoe is a Managing Director and Private Client Advisor for U.S. Trust in Dallas, Texas.  He leads a team of specialists who provide comprehensive and customized financial strategies to ultra-high net worth individuals, families and their related interests.

Mark has more than 30 years of industry experience.   He was most recently Managing Director and Head of Dallas Private Banking for Deutsche Bank Wealth Management. Prior to that, he was Senior Managing Director at J.P. Morgan in Dallas, and led the J.P. Morgan Private Bank in Florida before returning home to Dallas in 2011. He also held a variety of production and management positions with Comerica Bank in Texas, as well as its predecessor banks, from 1982 through 1997. He has extensive experience in commercial, real estate, and asset-based lending, led valuation teams for bank purchases during the Texas banking crisis of the 1980s and 1990s and created a Southwest region healthcare banking practice for Comerica.

Mark is on the boards of the Dallas Symphony Orchestra, Dallas Museum of Art and The Dallas Opera. He is President of the Incarnation Foundation.

Mark received a B.B.A. from Texas Tech University with a concentration in Finance.

 

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

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Mary Martha Pickens

Private Client Manager

214.559.6343

Hope E Catterton

Senior Trust Officer

214.443.3670
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Neale R. Ellis

Portfolio Manager

214.209.1824
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Paige Kendrick

Senior Trust Officer

214.559.6306

Crissie Fortmeyer

Senior Institutional Sales Director

214.209.3489

William (Todd) Todd Westerburg

Portfolio Manager

214.443.3621

Jennifer Leigh Chandler

PWM Market Exec

214.443.3615

Key Contacts

Linda Trojacek

214.559.6321

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.