Robert M Pastrana

Vice President, Private Client Associate

Professional Profile

Robert Matthew Pastrana, CFP® is a Vice President and Private Client Associate at U.S. Trust, Bank of America Private Wealth Management. Robert joined the firm in October of 2017, and has over 15 years of investment, credit and banking experience supporting the needs of high net worth individuals and their families, as well as charitable organizations. He provides wealth management services to help clients navigate the intricacies of investment management, estate planning, asset preservation and wealth transfer strategies. He also delivers custom credit solutions across various channels including business, philanthropic, and residential and commercial lending.

Robert was assistant vice president and a relationship manager at Wells Fargo Bank from 2010 to 2017. He was responsible for understanding and assisting High Net Worth clients with their comprehensive goals and objectives. Robert assembled teams that included partners in the Wealth Management Private Bank, Residential and Commercial Lending Groups, Treasury Management, and (WFA) Wells Fargo Advisors. Robert actively led and coached an affluent client segmentation strategy covering 8 offices that aligned complex client needs with the right professionals.

Robert earned his Bachelor’s degree from California State University Los Angeles in Fine Arts and minored in Sociology. Robert is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. 

An avid supporter of his local community, Robert has taught financial literacy classes at Los Angeles Unified School District High Schools. He also volunteers his time with career development speeches in inner city schools. 

In his spare time Robert enjoys Olympic weightlifting and competing in CrossFit, traveling internationally, playing golf, closed circuit motorcycle racing, and watching sports; especially football. 

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