Nancy Barrett

Senior Vice President, Private Client Advisor

Professional Profile

Nancy Barrett is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management and has over two decades of experience in financial services.  She leads a team of advisors assisting the needs of wealthy families and individuals. 

Prior to joining U.S. Trust in 2010, Nancy served as a Senior Vice President and Financial Advisor with the Private Client Group of Bernstein Global Wealth Management.  She was Vice President of Business Development with Standard & Poor’s Equity Research Group for eight years, where she concentrated on developing asset management programs for large investment services firms. She was with Thomson Financial Services as a Senior Account Manager responsible for implementing electronic trade settlement programs for large buy-side institutions.  Nancy began her career at Scudder Investments in Boston, MA as a Relationship Manager.  She holds a Bachelor of Arts in Economics with a dual major in Business Management from Westfield State University in Massachusetts.

Nancy takes a broad perspective when assessing client needs and leverages her experience and knowledge to access teams of specialists and the vast resources of U.S. Trust in order to provide customized financial strategies. She serves entrepreneurs, executives, real estate owners and private and venture capitalists seeking to match personalized strategies with their investment and succession planning needs.

Nancy has been actively involved in her community and has previously served on the board of the Women’s Initiative for Self-Employment (WISE) and on the board of the National Association of Women Business Owners in San Francisco.

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

Debra Jensen

Senior Trust Officer

925.658.9770

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.