Mathew P Ofman

Vice President, Private Client Advisor

Professional Profile

Mathew Ofman is a Vice President at U.S. Trust, Bank of America Private Wealth Management with over 18 years experience helping serve the complex wealth management needs of high net worth individuals and their families.  Prior to joining U.S. Trust, Matt was a Private Banker at Bank of Arizona, rolled out the Private Client Group at US Bank in Arizona, was a Wealth Management Banker at Merrill Lynch, and a Premier Client Manager at Bank of America.  He holds a Bachelor of Science in Finance from Arizona State University.

 

Matt is responsible for identifying clients' needs, providing guidance and coordinating with the appropriate professionals within U.S. Trust and across Bank of America and its affiliates to support an overall wealth management strategy.  In his approach he provides a thoughtful and thorough wealth management experience to individuals and families of significant wealth.  This experience consists of education, advice, implementation and professional service focused on the management and eventual transfer of client's wealth.

 

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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.