Patrick T Le Beau

Managing Director - US Trust, Private Client Advisor

Professional Profile

Pat LeBeau serves as a Managing Director and Private Client Advisor for U.S. Trust, Bank of America Private Wealth Management. Utilizing his more than 25 years of experience in the financial services industry, Pat leads a Rhode Island-based team of dedicated and talented wealth management professionals who provide investment management, wealth structuring and private banking services to high net worth individuals and families. Pat and his U.S. Trust® team will seek to understand the unique goals and perspectives that are important to you. This deep understanding of your concerns and aspirations create the foundation for a thoughtful and customized strategy. 

Prior to joining U.S. Trust in 2006, he was at RBS/Citizens as SVP & Director for the New England market for the Citizens Charter One (CCO) Investment Services. He was also responsible for the firm's fixed income desk.

Pat earned his Bachelor Arts degree from The University of Massachusetts – Amherst. He is a member of the Gold Key international Honor Society. He has completed the Advanced Leadership Development Program at Babson University School for Executive Education and The Client Relationship Program at the Wharton School sponsored by U.S. Trust. Pat has held the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation since 1998. He also holds the Accredited Domestic Partnership Advisor ADPA (SM) designation. 

Actively involved in his community, Pat serves as Vice President of the Board of Foster Forward, is a Trustee for the RI Zoological Society and Roger Williams Park Zoo. He is past President of the Board for the Samaritans of RI and The Community Club of Touisset Point.

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

*Accredited Domestic Partnership Advisor(SM) and ADPA® are registered service marks of the College for Financial Planning.

Key Contacts

Deanne Defusco

401.278.3163

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.