John (Patrick) Suciu

Senior Vice President, Private Client Advisor

Professional Profile

Patrick Suciu is a Senior Vice President and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management in San Francisco.  He works closely with clients to address a range of wealth management needs.  Patrick leads a team of U.S. Trust® specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity-event strategies, and philanthropy.  He also offers his clients access to complex credit including art and aviation lending opportunities at Bank of America, N.A. 

Patrick has advised private company owners and family offices since 1993.  Prior to joining U.S. Trust, Patrick served as Director of Client Service for PwC’s Northern California Private Company Practice providing him with invaluable insight into the wealth management needs of high net worth individuals and families.  In addition to PwC, Patrick also served as a Financial Consultant at Merrill Lynch and a Premier Banker at Bank of America earlier in his career. 

Patrick obtained a Bachelor of Science in Finance and Business from Miami University and a Certificate in Financial Planning from University of California Berkeley Extension.  Patrick enjoys golfing, traveling, reading, and exercise.  Patrick lives in Diablo with his wife and two daughters.

 

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

Robert J Dent

Portfolio Manager

650.849.2152

Asefa Subedar Dani

Private Client Manager

415.627.2291
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Robert Wallace

Wealth Strategies Advisor

415.913.3400

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.