Ross Peet

Senior Vice President, Private Client Advisor

Professional Profile

Ross Peet is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management, in New York. Ross delivers integrated wealth strategies to individuals and families with sophisticated financial needs. Skilled in navigating the intersection of personal and professional wealth, Ross helps clients address the complexities and capitalize on the opportunities inherent in their unique circumstances. Forward-thinking, he enjoys collaborating with entrepreneurs and wealth creators, helping them streamline multiple aspects of their lives and legacies. His experience in pre- and post-liquidity planning intensifies his ability to provide informed advice and guidance to technology founders, Silicon Alley principals, and other senior executives.

Ross oversees the integration of multiple wealth disciplines: investment management, trust and estate planning services, banking and lending, business succession planning, and philanthropy. His background in the capital markets and investment banking heightens his effectiveness in identifying and deploying resources firm-wide, resulting in a thoughtful, purposeful and thorough approach to each client’s priorities and objectives.

Prior to joining U.S. Trust, Ross was a Managing Director and Senior Advisor with Fieldpoint Private in New York, where he provided wealth advisory and private banking services to ultra high net worth clientele. Previously, he was a Senior Vice President with Macquarie Capital in New York and San Francisco, serving as Head of the San Francisco office. He began his financial services career in 1997 at Needham & Co., ultimately serving as Managing Director and Head of the San Francisco office.

Ross earned his B.A. in Political Science from the University of Pennsylvania.

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

Deirdre E Hoebich

Wealth Strategies Advisor

212.852.3002

Amanda B Regnier

Associate Wealth Strategist

212.852.2335

George C Lang

Portfolio Manager

212.852.3231
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Jeffrey Whalen

Portfolio Manager

212.852.3198
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Henry W. Farnum

Portfolio Manager

212.852.2947
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Donald J Spelman

Senior Trust Officer

212.852.3425

Key Contacts

Karen Rivera Shaw

212.449.1864

Neal Neff

212.852.2324

Stephanie Wang

212.449.1872

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.