Matthew J Craig

Vice President, Private Client Advisor

Professional Profile

Matt is a Vice President and Private Client Associate at U.S. Trust, Bank of America Private Wealth Management. In this role, he is responsible for connecting high net worth individuals and institutions to strategies and guidance that help accomplish their financial goals. His client-centered approach guides investors through a broad range of investment, wealth structuring, and specialized credit and banking services – delivering a boutique experience within an expansive suite. 

Prior to his current role, Matt worked in the portfolio management group of U.S. Trust helping create, implement, and manage the private client's investment portfolio. Before his time at U.S. Trust, Matt spent 9 seasons playing professional baseball in the Chicago Cubs organization.

Matt earned his B.S. in Business Administration and Finance from the University of Texas at Dallas, graduation cumma sum laude. Matt has also earned his M.B.A. in Finance from Southern Methodist University's Cox School of Business.

Matt lives in East Dallas with his wife, and their 2 year old German Shepherd, Crash. Matt enjoys spending time with friends, family, golfing, and volunteering with Habitat for Humanity and Presbyterian Children's Homes & Services.

 

Key Contacts

George M Hern

214.559.6332

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.