Michelle Kir

Senior Vice President, Private Client Advisor

Professional Profile

Michelle Kir is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management in the San Francisco Bay Area. As a Private Client Advisor, Michelle leads a team of specialists to design and implement customized and coordinated wealth management strategies for clients, including investment management, lending, banking, and trust and estate planning services. Her clients include senior executives, real estate investors, business owners, entrepreneurs and other professionals. Michelle and her team provide guidance after a deep review of each client’s complete financial picture; helping them uncover and prioritize immediate, mid-term and long-range goals. Michelle is consultative in her approach; she understands the value of listening, and engaging in ongoing dialogues to help capture the changing priorities of the clients she serves. She is thoughtful and deliberate in advising clients, taking the time to understand her clients’ needs so that she can devise a plan to help clients streamline their financial lives. She does this while helping to manage, protect, preserve and ultimately transfer their wealth in a manner that accomplishes their goals and allows them to focus on the personal or professional pursuits that matter most to them.

Prior to joining U.S. Trust, Michelle worked for over 21 years at Wells Fargo Private Bank where she was a Senior Vice President and Senior Private Banker.

Michelle earned her Bachelors of Science degree in Finance from Santa Clara University and remains involved with her alma mater as a member of the University’s Planned Giving Advisory Council.

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

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Amanda T Woo

Private Client Manager

650.849.2179

Robert J Dent

Portfolio Manager

650.849.2152
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Ingrid Hsia

Wealth Strategies Advisor

650.849.2138

Key Contacts

Marc Evan A Paran

650.849.2176

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.