Mona Sabet

Vice President, Private Client Associate

Professional Profile


Mona is a Vice President and Private Client Associate at U.S. Trust, Bank of America Private Wealth Management. She connects high net worth individuals, institutions and foundations with guidance & advice that can help reach their financial goals. Her approach combines the client experience of a boutique private bank with access to extensive resources, including traditional, specialty asset, alternative, and capital market investment strategies as well as customized credit and banking offerings. Mona has over 8 years of progressive experience in structured finance, private equity, capital markets,  client management & service and strategy planning across multiple industries, working all around the world, from Asia, to the Middle East and the US.

Mona is an Advisory Committee Member for the Little Market, a nonprofit founded by women to empower women.

Mona received her MBA from University of Southern California with a focus in Finance and Entrepreneurship and a BA from University of California, Santa Cruz with honors in both her majors in Business Economics and Psychology. When she isn't advising clients you can find her paddle boarding in the beaches of Malibu, hiking in the Santa Monica Mountains or writing her novel.


*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

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.