Natasha M Yeoh

Managing Director - US Trust, Private Client Advisor

Professional Profile

Natasha Yeoh is a Managing Director, Private Client Advisor for the Connecticut and Westchester markets of U.S. Trust. She has built a career in wealth management spanning almost two decades across New York, Singapore and Sydney at Merrill Lynch, Macquarie Private Wealth and UBS. Her background includes capital markets and investment management, with a focus on working closely with clients and advisors in helping clients grow and preserve their wealth.

At U.S. Trust, Natasha leads a team that provides investment management, private banking, wealth planning and trust services to individuals. families and nonprofit institutions. A strong advocate of a long term approach to wealth management and creating lasting family legacies. Natasha has a reputation for providing unbiased insight and advice to complex situations.

Natasha has an MBA from Stern School of Business at NYU.

Natasha is very involved in her local school council and leads many efforts including the inaugural Community Appreciation tea to say thanks to the fire, police and other public office people and starting the first school Math Olympiad team. She is actively engaged in efforts supporting our veterans and mentoring the next generation.

Key Contacts

Jacqueline Almerino

203.341.3216

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.