Rachel L. Irvin

Senior Vice President, Private Client Advisor

Professional Profile

Rachel Irvin is a Senior Vice President and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management.  For more than 15 years, she has guided ultra and high net worth families through the complexities of their financial lives.  Rachel leads a local team of specialists providing guidance and tailored strategies in asset management, wealth planning, philanthropy and custom credit.  Together, they work with clients to build a personalized wealth plan aligning with the client's business interests, personal values, and family goals.

Prior to joining U.S. Trust in 2016, Rachel served in similar roles at Wells Fargo Private Bank and J.P. Morgan Private Bank.  She began her career with Goldman Sachs & Co. in Houston, Texas.  Rachel graduated from The University of Texas with a B.B.A. in Finance.

An avid supporter of the Austin community and a strong believer in servant leadership, Rachel is an active participant in the non-profit community.  Rachel serves on the board of the Thinkery (formerly Austin Children's Museum) and shares leadership and volunteer experience with the Leukemia and Lymphoma Society, The Junior League of Austin, The SAFE Alliance (formerly SafePlace), Young Texans Against Cancer, and Hospice Austin.

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

Timothy (Tim) A Clark

Wealth Strategies Advisor

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Charles D Shepherd

Portfolio Manager

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John M Brazil

Portfolio Manager

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Julian D Fulton

Senior Trust Officer

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David J Zeitz

Private Client Manager


Key Contacts

June A Cook


Michelle A Aguilar


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


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.