Paola Tomassini

Senior Vice President, Private Client Advisor

Professional Profile

Paola Tomassini is a Senior Vice President and Private Client Advisor at U.S. Trust®. In her role she advises high net worth individuals and families on the many aspects of their financial lives and is part of a team that provides guidance on investment management, wealth transfer, and credit needs as well as trust and estate planning. She strives to help clients manage their financial and legacy complexities by collaborating with an array of professionals who will use their areas of knowledge to deepen their understanding of clients’ needs and help them pursue their goals and aspirations. Working together, she looks forward to provide an integrated wealth strategy tailored to each client.

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

Stephanie Burkett

Private Client Manager


Sarah L. Giles

Senior Trust Officer


Todd C. Holsapple

Portfolio Manager


Robert P Goodman

Wealth Strategies Advisor


Key Contacts

Dorothy E McGee


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


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.