Michael E Rogala

Senior Vice President, Private Client Advisor

Professional Profile

Michael is a Senior Vice President and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management in

Houston. In this role, Michael and his team strive to help manage financial legacy complexities by collaborating with other
subject matter experts, and outside advisors, in order to understand each client’s unique situation and goals. Michael and
the team utilize all resources available at U.S. Trust to support those goals and objectives including investment
management, estate planning and tax considerations, asset preservation, banking and custom credit. Michael and the team
believe strongly in delivering transparency, education, and thoughtful service to help manage the intricacies of a
customized plan for his clients and their future generations.

Michael joined the bank in 2010, and has over 15 years of banking experience supporting the needs of high net worth

individuals. Prior to joining U.S. Trust, he began his career at Sanford C. Bernstein & CO.

Michael earned his MBA in Finance from Texas A&M Mays School of Business and lives inside the Loop.

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

Belinda P Phelps

Private Client Manager

713.247.7706

Susan L Gumbiner

Portfolio Manager

713.247.7316

Daniel P. Davison

Portfolio Manager

713.247.7295

David B Miracle

Portfolio Manager

713.247.6210

Adam R. Innerst

Wealth Strategies Advisor

713.247.6184

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.