Matthew Lehrmann

Vice President, Private Client Advisor

Professional Profile

Matthew Lehrmann is a Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management, one of the nation's leading private wealth managers. Matthew joined U.S Trust in 2011. Matthew’s primary role is to provide guidance to high net worth individuals, families, charities and foundations regarding investment strategies suited to client's goals with a sharp focus on risk, as well leveraging the significant resources of U.S Trust to provide guidance in the areas of trust and wealth planning. U.S. Trust can also offer the complex banking and custom credit services that clients may need, including sophisticated finance solutions for residential and commercial real estate fine art, yachts and aircraft.

Our team focuses on guiding families through transitions and life events including wealth transfer, business succession and sales strategies, and new wealth creation. Our relationship approach includes a deep understanding of investment management and trusts, comprehensive wealth planning and balance sheet and cash flow management. Every client’s circumstances and goals are unique, and we believe in the importance of taking a personalized approach to help build a financial strategy that may be suitable for each family’s needs and transitions over time.

Matt’s experience includes asset allocation and management of investment portfolios and non-financial assets, family foundation and charitable giving strategies, customized financing experience for individuals and non-profit organizations. Our collaboration with clients' accounting and legal advisors simplify the implementation of complex strategies to helps to ease the concerns of families with wealth.

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

Jonathan C Herpel

Portfolio Manager

415.627.2146

Brent Considine

Portfolio Manager

415.627.2105

Key Contacts

Dominique DAngelo

415.627.2655

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.