Robert D Whitfield

Private Client Advisor

Professional Profile

Robert (Bob) Whitfield is a Vice President and Private Client Advisor for U.S.
Trust in the Boston office. Bob joined the firm in September 2016, and has a
decade of wealth management experience supporting the needs of high-networth
individuals and their families, as well as charitable organizations. He
provides wealth management services to help clients navigate the complexities of
investment management, estate planning, asset preservation and wealth transfer
strategies. Combined with his expertise, Bob leverages the extensive resources of
U.S. Trust, integrating the skills and knowledge of his team of dedicated
specialists.

Bob and his team provide customized services and strategies tailored to client
needs. Offerings include concierge banking; customized credit for sophisticated
lending needs, such as aircraft, marine, fine art, hedge funds, and real estate
finance; investment management, including traditional, alternative, and specialty
asset management; wealth transfer strategies; planned giving and philanthropy.
Bob considers U.S. Trust’s fiduciary platform an important differentiating factor in
the client experience.

Prior to joining U.S. Trust, Bob was a Private Wealth Advisor at Fidelity
Investments. He earned his B.S. in Management from Suffolk University and holds
the CFP® certification awarded by the Certified Financial Planner Board of
Standards, Inc.

*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

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

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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.