K (Rone) Rone Reed

Senior Vice President, Private Client Advisor

Professional Profile

Rone Reed is a Senior Vice President and Private Client Advisor with U.S. Trust. He has a decade of experience in financial services and leads a team of specialized advisors to assist with the unique needs of wealthy families and institutions.

Prior to joining U.S. Trust in 2011, Rone was a Principal with Bernstein Global Wealth Management where he advised institutions and affluent families. Following active service Rone worked as Vice President at GE Capital before transitioning to wealth management. Following graduation from the U.S. Military Academy at West Point, Rone held numerous positions over eight years of increasing responsibility culminating as a Special Forces officer and Detachment Commander within 3rd Special Forces Group. 

Rone takes a broad perspective when assessing client needs and leverages his experience and knowledge and access to teams of specialists and the vast resources of U.S. Trust in order to provide comprehensive and customized wealth management strategies.  He serves entrepreneurs, executives, and multi-generational families to match personalized strategies with their investment and succession planning needs.  Further, he works with organizations to pursue their obligations and mission as effectively as possible. 

Rone has been actively involved in his community.  He serves on the board of several organizations including the Association for Corporate Growth, Boy Scouts of America - Mecklenburg Council, and the Green Beret Foundation.

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

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Kerry R Bandis

Private Client Manager

980.683.9050
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Harriet L Johnson

Senior Trust Officer

980.388.2649

Michael R Preisano

Portfolio Manager

980.386.4482

Key Contacts

Megan F Payton

980.388.9159

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.