Riva D Schmid

Senior Vice President, Private Client Advisor

Professional Profile

Riva Drago Schmid is a Senior Vice President and Private Client Advisor in the Stamford, Connecticut, office of U.S. Trust, Bank of America Private Wealth Management. Riva works with high and ultra high net worth individuals and families to develop tailored wealth management strategies that seek to reflect clients' priorities and needs. She recognizes that significant wealth merits a different echelon of service and strategy. Integrating the extensive resources and offerings of U.S. Trust, Riva helps clients address gaps in planning while identifying opportunities to help enhance and streamline clients' financial lives.

Riva takes a holistic approach to wealth management, encompassing investment allocation, customized credit, trust and estate planning services, philanthropy, cash management, and luxury asset acquisition. She has significant experience in helping women and divorcées, and is particularly sensitive to the need for financial education and client dialogue. She has worked with wealth creators in multiple industries, including real estate entrepreneurs and investment professionals.

Riva strives to bring a relentless work ethic to client engagements. She spearheads coordinated effort across the U.S. Trust® team of specialists and is skilled in directing cohesive action. Riva points to the depth of offerings at U.S. Trust as key differentiators for the clients she serves.

Riva has worked in financial services since 1983. She has assumed progressive responsibilities over her 25-year career. Prior to joining U.S. Trust, she worked at JP Morgan Chase, where she was a Vice President in the Private Bank and a Small Business Manager. Her experience also includes tenures with Chemical Bank (formerly Chase Manhattan Bank), Citibank, and European American Bank.

Riva earned her B.B.A. from Pace University.

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

Alva J. Carter-Hasan

Senior Trust Officer

203.975.4050

Stacy L Bone

Private Client Manager

203.422.5270

Mary Wall

Wealth Strategies Advisor

203.352.4480

Joan G Lanius-Nichol

Portfolio Manager

203.571.5355

Key Contacts

Gary J. Castellanos

203.571.5342

Lauren A Morales

203.352.4429

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.