Shane A Hall

Senior Vice President, Private Client Advisor

Professional Profile

Shane Hall is a Senior Vice President, Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management in Los Angeles.  He leads a collaborative team of wealth management professionals to provide comprehensive planning, investment management, strategic credit and concierge banking services to high-net-worth individuals, families, multi-generational family offices, private foundations and nonprofit institutions.

Shane strives to build a genuine relationship with his clients, taking time to truly understand what is important relative to their financial goals.  Based on their unique circumstances, Shane and his experienced team offer customized strategies to help clients further their objectives and simplify their financial lives.  Shane also brings the resources of the entire Bank of America enterprise to support other needs of his clients.

Shane joined Bank of America’s Global Wealth and Investment Management division in 2004 as a Client Manager with an emphasis in the health care industry.  He then joined U.S. Trust in 2008 as a Private Client Manager.  Prior to joining Bank of America, he spent five years at Citigroup in consumer and business advisory roles.

Shane earned each of his three degrees -- M.S. in Biochemistry and Molecular Biology, B.S. in Biochemistry and B.A. in Anthropology -- from the University of California, Riverside, where he had the distinction of being a member of the University Honors Program.  He was also an undergraduate mathematics and biochemistry instructor for four years.  Throughout his career, Shane has been able to leverage his analytical, humanities and teaching experiences in his wealth management practices.  

Shane is currently a board member of the Alliance for Housing and Healing, a nonprofit organization that provides housing and social services to individuals experiencing homelessness and living with HIV/AIDS in southern California.

 

 

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

Lucy Hoang

Private Client Manager

213.861.5237

Kalyani R. Chirra

Wealth Strategies Advisor

310.785.6064

Barbara R Bagley

Portfolio Manager

310.785.6021

Randal Chin

Portfolio Manager

213.861.5188

Lisa M Wells

Senior Trust Officer

213.861.5047

Yvonne L Phillips

Senior Trust Officer

310.785.6125

Key Contacts

Allison La Sota

213.861.5109

Samuel Ybarra

213.861.5197

Marsha Hooker

310.785.6069

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.