Steven D Israel

Senior Vice President, Private Client Advisor

Professional Profile

Steven is Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management. He and his team work closely with high net worth individuals, families, and companies, helping them set and achieve their financial goals. Steven provides clients with access to U.S. Trust’s broad wealth management capabilities, including wealth structuring, investment management, credit and banking, specialty asset management, and philanthropy. Steven started his financial career with Northwestern Mutual, worked as a Financial Advisor with Merrill Lynch, and was a Wealth Management Advisor with the Private Bank at Fifth Third. 

Steven graduated from the University of Pittsburgh with a Bachelor’s degree in Economics. After college, Steven was drafted to play in the National Football League by the Los Angeles Rams as a defensive cornerback. During his successful 10 year career, he played for the San Francisco 49ers, New England Patriots, and New Orleans Saints. Over the past 13 years, he has worked as a studio and color analyst for college and professional football on stations such as ESPNU, Fox Sports and local television and radio stations in Charlotte, NC. Steven continued his education at Harvard Business School and Stanford Graduate School of Business.

He is a current board member for the March of Dimes and in 2017, chaired the March for Babies Walk. He served 2 terms as President for the NFL Players Association Retired Players Chapter in Charlotte, NC. He created and currently moderates the Gridiron Luncheon Series held at The Charlotte City Club and founded the nationally-distributed EndZone Luncheon Series. Steven is a former board member with Charlotte Christian School and is very active in his church. He and his wife have 4 children and reside in Charlotte, NC.

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

Timothy (Tim) J Herbst

Divisional Wealth Strategies Executive

980.387.0457

Nathaniel (Nat) M Hyde

980.386.2209

Rhondale Haywood

Portfolio Manager

980.683.8820

Leslie S. Kincheloe

Portfolio Manager

980.387.7705

Tara L. Butler

Associate Wealth Strategist

980.683.9042

David L Miller

Private Client Manager

980.386.0774

Key Contacts

Jennifer L Nygaard

980.386.3564

Rafael S Altmayer

980.386.0363

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.