Praveen Rajasekhar

Vice President, Private Client Advisor

Professional Profile

Praveen Rajasekhar is a Vice President and Private Client Advisor with U.S. Trust.  Praveen works closely with high net worth individuals, families and institutions to address their complex financial needs and unique priorities. He takes a highly personalized approach to serving an accomplished client base, leveraging both local resources and national capabilities to advance client aims. 

 

Praveen has spent his career advising corporations, clients and entrepreneurs, helping them capitalize on opportunities, identify potential efficiencies and helping grow and transfer wealth effectively. He has particular expertise advising closely-held business owners, senior executives, multi-generational families, hedge fund and private equity principals, and nonprofit organizations.

Praveen leads a team of U.S. Trust specialists, each of whom brings in-depth knowledge of a particular wealth discipline, such as investment management, credit, trust and estate planning services, banking services, philanthropy and non-profit services.  Praveen looks to provide clients with the balanced information they need to make sound financial decisions.

Prior to joining U.S. Trust in 2016, Praveen was a Senior Business Banking Relationship Manager at Citizens bank and held roles in Business Banking, Premier Banking and Retail Banking leadership at Bank of America beginning in 2002. Praveen earned his B.B.A in Finance at California State University, Fullerton and a Master of Liberal Arts from Harvard University.  

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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.