Matthew Boisseree

Senior Vice President, Private Client Advisor

Professional Profile

Matthew Boisseree is a Senior Vice President and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management in San Diego, CA. Matt joined the firm in 2017.  He works with clients to help identify their primary goals and needs, coordinating both local resources and national capabilities to help pursue clients’ goals.  Matt and his team provide guidance on investment management, wealth transfer and credit needs, as well as trust and estate planning services.  He can also offer clients access to banking, credit and lending opportunities from Bank of America, N.A.

 

Matt has worked in the financial services industry since 2005.  Prior to joining U.S. Trust, he served as a Vice President and Business Banking Officer at Bank of the West, helping give him experience and insight into the wealth management needs of high net worth individuals and families.   Previously, he was a Vice President and Business Development Officer with Wells Fargo Bank.

 

Matt Boisseree obtained a Bachelor of Science from California State University, Chico with an emphasis on marketing.

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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.