Steven Raymond Dias

Senior Vice President, Private Client Advisor

Professional Profile

Steven R. Dias is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management.   He leads a team of seasoned advisors supporting the needs of high net worth individuals, family offices, and private foundations.

Steven assesses the element from both sides of the clients' balance sheet to help build and execute a plan through his experienced team.  Steven is experienced in specialized lending solutions related to real estate, airplanes, yachts, marketable securities and fine art.

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

Michael J Zenowitz

Private Client Manager

626.844.8545
Advisor Image

Robert F Allong

Senior Trust Officer

626.844.8532

Key Contacts

Samuel Ybarra

213.861.5197

Iris W Lau

626.844.8595

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.