Paul B Anderson

Senior Vice President, Private Client Advisor

Professional Profile

Paul Anderson is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management where he leads a team of professionals advising high net worth individuals and families throughout the Southeast on unique investment management, estate planning, trust and private banking needs.
 
Mr. Anderson has over twenty years of diverse wealth management experience with a focus on traditional and alternative investment management.  He was CEO of Centennial Partners,  a privately-owned hedge fund of funds, and was also Chief Investment Officer of Union Planters Corporation (now Regions Financial) where he served as Chairman of the firm’s Investment Policy Committee and directly managed several equity and fixed-income mutual funds.
 
Previously, Paul was with GenSpring Family Offices, where he was responsible for business development activities throughout much of the Southeast.  Early in his career, he was with Goldman, Sachs & Co. in its Private Client Group.  Mr. Anderson received his MBA from the University of Memphis and his BA from Vanderbilt University.

Paul has offices in both Nashville and Memphis.

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

Sloan C Allen

Private Client Manager

615.749.3612

Royal H. Fowler

Portfolio Manager

615.749.3801

William Hirschman

Portfolio Manager

615.749.3515

Megan Davis

Senior Trust Officer

615.749.3906

Key Contacts

Mitsy Ruth Worley

615.749.3487

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.