Russell S Goldstein

Senior Vice President, Private Client Advisor

Institutional Client Advisor

Professional Profile

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

Kimberly Wright Backus

Senior Institutional Portfolio Strategist

949.760.4581

David Schumacher

Portfolio Manager

480.624.0587

Todd C. Holsapple

Portfolio Manager

480.624.0390

Michele L Elliott

Private Client Manager

480.624.0376

Paul Williams

Private Client Manager

480.624.0641

Sarah L. Giles

Senior Trust Officer

480.624.0366
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John W Ostler

Philanthropic Client Director

213.861.5183

Michael Wagschal

Senior Institutional Sales Director

949.721.7229

Edward M Blake

Senior Trust Officer

480.624.0361

Robert P Goodman

Wealth Strategies Advisor

480.624.0385

Key Contacts

Brett A Paxman

480.624.0585

Tanya Newman

480.624.0407

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.