Rod Halvorson

Senior Vice President, Private Client Advisor

Professional Profile

Rodney "Rod" Halvorson is a Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management. He joined U.S. Trust in 2010, and has over 30 years of combined wealth and investment management experience.  Based in Los Angeles, Rod and his team of professionals within the bank are responsible for providing and executing customized goals based wealth management strategies to high net worth individuals, families and private entities.

Before assuming this role, Rod was Senior Vice President and Complex Director with Banc of America Investment Services, Inc. in the San Diego/Orange County California region. Prior roles include Senior Vice President and Market Director for Banc of America Investment Services, Inc. at the Los Angeles trading floor, and he also was Regional Vice President/Branch Manager at Morgan Stanley. 

He has a Bachelor of Science degree from Northern Arizona 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

Maryam Shah Hosseini

Private Client Manager

213.861.5073

Kalyani R. Chirra

Wealth Strategies Advisor

310.785.6064

Randal Chin

Portfolio Manager

213.861.5188

Barbara R Bagley

Portfolio Manager

310.785.6021
Advisor Image

James R Colabelli

Portfolio Manager

310.785.6149

Lisa M Wells

Senior Trust Officer

213.861.5047

Key Contacts

Guadalupe (Lupe) Almaraz

213.861.5240

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.