Robert Scott Logie

Senior Vice President, Private Client Advisor

Professional Profile

Scott Logie is a Senior Vice President and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management. Based in Stamford, CT, Scott has more than 25 years of experience in the financial industry as a sell-side credit trader, hedge fund portfolio manager and hedge fund marketer to institutional investors. Prior to joining U.S. Trust, Scott spent seven years at Carlson Capital, LP as a PM and marketer. Before joining Carlson Capital he was a Managing Director in the credit trading department of Citigroup Global Markets.

Scott is responsible for a team of U.S Trust® specialists, each of whom has in-depth knowledge in specific areas including investments, trust and estate planning services and credit and banking through Bank of America, N.A., which develops customized wealth management solutions for our clients.

Scott received a BA from Yale University and holds the Chartered Alternative Investment Analyst (CAIA®) designation. He resides in Stamford, CT.

 

CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association.

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

Stacy L Bone

Private Client Manager

203.422.5270

Key Contacts

Gary J. Castellanos

203.571.5342

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.