Rex S Ritter

Senior Vice President, Private Client Advisor

Professional Profile

Rex Ritter is a Senior Vice President and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management. Rex is responsible for working with high net worth and ultra-high net worth families, addressing their planning, banking, lending, fiduciary, business, charitable, and investment needs. Rex collaborates with an integrated team of financial professionals whose sole purpose is to help them achieve their goals and objectives.

Prior to joining U.S. Trust in 2017, Rex was a Private Banker at Umpqua Private Bank where he worked with individuals, families and business owners to help them protect and grow their wealth. When he’s not problem solving for his clients, you’ll find Rex immersed in music and art. He serves on the board of Yale Union, a contemporary art center, and is a self-deprecating guitarist and recording engineer.

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

Tami M Olsen

Private Client Manager


Jonathan B. Hommer

Wealth Strategies Advisor


Marcia L Jory

Senior Trust Officer

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Erin Rickards

Trust Officer

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Curry A Garvin

Portfolio Manager

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Jennette duCloo

Market Investment Executive


Key Contacts

Erika E Fuentes-Rodriguez


Shannon M Morris


Jennifer A Mortensen


Rita M Mott

Custody Specialist I


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.