Nazanin Saidi

Senior Vice President, Private Client Advisor

Professional Profile

Nazanin Saidi is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management in Chicago. Nazy works closely with high net worth individuals, families, and institutions, devising tailored wealth strategies that align with clients’ needs and long‐term goals. She selects and leads a team of U.S. Trust® specialists, coordinating cohesive initiatives designed to help streamline and advance multiple areas of wealth management: investment management, trust and estate planning services, credit, family office services, and philanthropy.

Nazy is keenly attuned to a client’s personal, professional, and philanthropic interests. She helps business owners, entrepreneurs, senior executives, multigenerational families, and charitable institutions navigate significant crossroads in their financial lives, providing them with the resources they may need to help make sound decisions.

Nazy has worked in financial services since 2001. Prior to joining U.S. Trust, she was a Private Banker with J.P. Morgan in Chicago, where she spent six years advising affluent clientele. Nazy’s career also includes tenures with Coghill Capital Management, where Nazy served as Equity Research Associate; LaSalle Bank, where she was a Commercial Lender; and Lotsoff Capital Management, where Nazy began her career as a Fund Financial Analyst.

Nazy earned her B.B.A. with dual majors in Finance and International Business from Loyola University. She holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.

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

David S Furlin

Private Client Manager

312.828.8582

Key Contacts

Shirin Kamal

312.828.8743

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.