Richard M Aguiar

Senior Vice President, Private Client Advisor

Professional Profile

Richard Aguiar is a Senior Vice President, Private Client Advisor in the Los Angeles, CA office of U.S. Trust, Bank of America Private Wealth Management. Rich leads a team of industry specialists and service professionals who work together to provide highly customized investment management, estate and wealth transfer planning, philanthropic planning, sophisticated credit and banking services to wealthy families.  Rich is also a designated Institutional Client Advisor, which allows him to advise institutional nonprofits and private foundations, in addition to his work with families. Rich's clients include corporate executives, business owners, entertainment professionals, nonprofits and private foundations. Rich believes that the broad and deep expertise of a collaborative team of specialists, combined with the fiduciary investment standard of U.S. Trust, enables his team to deliver personalized guidance that reflects clients' goals, values and passions.

Prior to joining U.S. Trust in 2013, Rich was with Boston Private Bank & Trust Company, where he was instrumental in bringing the firm's wealth management capabilities to the Los Angeles market.  Prior to that, Rich worked for SEI Investments, most recently as Managing Director for Private Banking and Trust in the Western U.S. During his 20+ year career in the financial services industry, Rich's clients have included bank wealth managers, independent financial advisors, institutional investors and wealthy families.

Rich has a Bachelor's degree in Electrical Engineering and Certificate in Economics from the Georgia Institute of Technology.  He holds the CERTIFIED FINANCIAL PLANNERTM certification awarded by the Certified Financial Planner Board of Standards, Inc.  Rich is co-chair of Bank of America's West Los Angeles Regional Council and he is active with the Midnight Mission in downtown Los Angeles, having served as co-chair of their Annual Golf Tournament fundraiser.   He has also served as President of the Los Angeles and Orange County chapters of the Georgia Tech Alumni Network.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.

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

Advisor Image

Steven (Steve) De Boer

Private Client Manager

213.861.5048

Jennifer N Lee

Private Client Manager

310.785.6281

Kenneth (Frank) F Spillers

Private Client Manager

310.785.6147

Maryam Shah Hosseini

Private Client Manager

213.861.5073

Key Contacts

Robert W Solomon

310.785.6129

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.