Peter Sherlock

Managing Director - US Trust, Private Client Advisor

Professional Profile

Peter (“Pete”) Sherlock is a Managing Director and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management. Pete is responsible for working with high and ultra-high net worth families, addressing their planning, banking, lending, business, charitable, and investment needs. Pete surrounds his families with an integrated team of financial professionals whose sole purpose is to help the families pursue their goals and objectives.

Prior to joining U.S. Trust, Pete headed the Rocky Mountain Energy Team for J.P. Morgan’s Private Bank. His work included managing five bankers and working with the most affluent energy families in a seven state region. Before joining J.P. Morgan, Pete practiced law at a large Atlanta-based firm predominantly focusing on complex employment litigation.

Pete received his Bachelor of Arts in Economics and Political Science from Emory University, his Masters of Literature in International Business from University of St. Andrews in Scotland, and his Juris Doctorate from Emory University. He is licensed to practice law in the states of Colorado and Georgia.

In his spare time, he volunteers at the International School of Denver, and previously served on the boards of the Citizens of the West and the Edison Fund. 

Note: Pete does not provide legal or tax advice in his role at U.S. Trust.

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

Frederick A. Fischer

Private Client Manager

303.575.5806

Kimberly Skeie Eilber

Senior Trust Officer

303.575.5814

Daniel K Chang

Portfolio Manager

206.358.3253

Key Contacts

Michael Sanney

303.264.6290

Kacey O'Connor

303.575.5816

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.