Nanette (Nan) M Salley-Gudaitis

Managing Director, Private Client Advisor

Professional Profile

Nan Salley is a Managing Director and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management.  Nan focuses on services, asset allocation strategies as well as trust and estate planning services.

Nan joined Bank of America in 1989. She has a Bachelor of Arts degree in economics and business from UCLA and she received her Masters in Business Administration degree from the University of Southern California. Nan holds the Chartered Alternative Investment Analyst (CAIA) and the Certified Trust and Financial Advisor (CTFA) designation, which is sponsored by the ABA Institute of Certified Bankers.

Nan and her colleague, since 2002, Stephen Drake, have vast experience and a committment to clients and families. Along with Stephen and the team, Nan services the needs of many families, including several from the Los Angeles Forbes 400. Nan strives to deliver strategies with the help of a team that works to deliver painstaking attention to detail and adherence to professional standards.

Nan is an executive board member for the Long Beach Symphony.

 

Note: The CAIA Association Logo is a registered service mark and CAIA is a service mark owned by CAIA Association®.

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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Kenneth F Otstot

Private Client Manager

213.861.5280
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Armen D Ajemian

Private Client Manager

213.861.5224

Key Contacts

Elisa T Kevorkian

213.861.5271

Jason Gaskin

213.861.5272

Alfonso M Jimenez

12138615120

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.