Mark W Peters

Senior Vice President, Private Client Advisor

Professional Profile

Mark Peters is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management, in Philadelphia. Mark works closely with individuals and families to develop thoughtful and strategic approaches to managing, preserving, and transferring their wealth. Equally adept in both sides of the balance sheet, he is skilled in distilling complex issues so that clients can make informed decisions about their lives and legacies. His decades of experience in guiding uniquely successful clients have intensified his ability to identify and harness the resources that align with their objectives and needs. 
Mark has particular depth guiding business owners and real estate investors who have intersecting personal and professional wealth. Cross-trained in credit and asset management, he offers detailed knowledge of structured credit facilities, asset allocation, and portfolio design. A veteran team leader, Mark recognizes the importance of cohesive tactics and sound execution to integrated wealth management. He looks to identify possible efficiencies and capitalize on opportunities across multiple disciplines, leveraging the insight of locally-based specialists at the firm.

Prior to joining U.S. Trust, Mark was a Wealth Advisor and Senior Vice President with Morgan Stanley, where he led a private banking team. His career also includes tenures with the Private Banks at Citi and Wells Fargo, where he consulted to high net worth individuals and families. Entrepreneurial by nature, Mark has served as President and Chief Operations Officer of a finance and technology start-up, providing him with first-hand insight into the priorities and concerns of business owners. He began his financial services career in 1988 after earning his B.S. in Business and Finance from Mount Saint Mary’s University.
Mark has volunteered for many years as a youth sports coach and has served as coordinator of his local youth basketball league.

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

Matt Moore

Private Client Manager

610.567.2224

Gregory C Rau

Portfolio Manager

610.567.4715

Lynda K Byrd

Senior Trust Officer

610.567.2221

Anthony M. Fittizzi

609.580.4111

Dennis Springer

Wealth Strategies Advisor

267.675.0135

Matthew D Simpson

Portfolio Manager

610.567.4736

Key Contacts

Alicia Fantini

610.567.4733

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.