Oliver Abel

Vice President, Private Client Associate

Professional Profile

Oliver is a Vice President and Private Client Associate at U.S. Trust, Bank of America Private Wealth Management. In this role, he is responsible for connecting high net worth individuals and institutions to strategies that can help them reach their financial goals. His approach combines the client experience of a boutique private bank with access to extensive resources, including traditional, specialty asset, alternative, and capital market investment solutions as well as customized credit and banking offerings.

Prior to joining U.S. Trust, Oliver served as Private Client Advisor at The Glenmede Trust Company, a $35 billion private investment and wealth management firm catering to high net worth individuals and families. There, Oliver led a team of portfolio managers and wealth advisors that delivered highly customized strategies for clients in the areas of portfolio management, financial planning, estate planning, trust administration, tax consulting, and business succession.
 
Oliver received his MBA from New York University’s Leonard N. Stern School of Business and his Bachelor of Arts from Bucknell University with a degree in Economics. He and his wife, Danielle, reside in Bronxville, New York.

*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

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

Mary Wall

Wealth Strategies Advisor

203.352.4480

Jeffrey J. Danile

Senior Trust Officer

203.352.4442

Jason Hendricks

Portfolio Manager

203.571.5345

Stacy L Bone

Private Client Manager

203.422.5270

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.