Stefan Nicholas

Senior Vice President, Private Client Advisor

Professional Profile

Stefan is a Senior Vice President and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management in Chevy Chase, Maryland.  He works with high net worth individuals, families and business owners to develop customized plans and to implement solutions based on a thorough understanding of their personal values, wealth management and wealth transfer goals and their vision for their legacy.  Stefan leads a team of U.S. Trust specialists highly skilled in creating innovative strategies for investment management, wealth transfer, lending, philanthropy and succession planning for owners of privately-held companies.

Stefan graduated from Georgetown University with a Bachelor of Arts in International Relations in 1991 and earned a Master of Arts in Foreign Affairs at the University of Virginia in 1994 and a Juris Doctorate at the School of Law at the University of Virginia in Charlottesville, VA in 1997. 

Prior to working in the financial services industry, he practiced law for 15 years in New York and Washington, DC.  Stefan is admitted to practice in the District of Columbia and the State of New York and is a member of the American Bar Association, the Estates and Trusts Bar of the District of Columbia and the Estate Planning Council for each of Washington, DC and Montgomery County.  He is very active in his community and currently serves on the Advisory Board for the Community Foundation of Montgomery County.

Stefan lives in Bethesda, Maryland.

(Stefan does not provide legal or tax advice in his role at U.S. Trust.)

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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.