Nicholas (Nick) R Kolesar

Managing Director - US Trust, Private Client Advisor

Professional Profile

Nick Kolesar is a Managing Director and Private Client Advisor for U.S. Trust, Bank of America Private Wealth Management and has been with Bank of America for over 20 years where he has served various roles within the Global Wealth and Investment Management division. He leads a team of financial professionals in his Phoenix office advising clients on investment management, wealth structuring, and philanthropy.

He earned a degree in Finance from the W.P. Carey School of Business at Arizona State University.  Nick also earned the CERTIFIED FINANCIAL PLANNERTM certification.

Nick has served as board of director and member of the Central Arizona Estate Planning Council.  He is also a member of the Planned
Giving Roundtable of Arizona, the Financial Planning Association of America, and also has served on the Planned Giving Advisory Committee for the Phoenix Children’s Hospital.

Nick and his Phoenix-based team work to “keep it simple” when helping with the challenges that clients with wealth often encounter.  “A company like U.S. Trust emphasizes that it all comes down to a relationship. That is our focus– maintaining and deepening relationships where clients and their families are centric.”

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

Michele L Elliott

Private Client Manager

480.624.0376

David Schumacher

Portfolio Manager

480.624.0587

Edward M Blake

Senior Trust Officer

480.624.0361

Paul Williams

Private Client Manager

480.624.0641
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Robert P Goodman

Wealth Strategies Advisor

480.624.0385

Todd C. Holsapple

Portfolio Manager

480.624.0390

Key Contacts

Jennifer (Jenny) Tyra

480.624.0586

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.