Susan Burnett

Managing Director - US Trust, Private Client Advisor

Professional Profile

Susan Burnett is a Managing Director and Private Client Advisor with U.S. Trust®, Bank of America Private Wealth Management.  Susan leads a team of professionals in designing and implementing customized financial strategies for high net worth clients.  Susan has decades of experience in multiple disciplines including investment management, wealth structuring, trust and estate planning services, philanthropy, and lending.

 

Susan is committed to providing her clients the highest quality strategies with total confidentiality and personal accountability. She has a broad range of experience and skills to satisfy diverse client needs including depth in working with Private Equity, Entertainment and Arts, Commercial Real Estate, Entrepreneurs, and Foundation clients. 

 

Before joining U.S. Trust, Susan was a Managing Director at Deutsche Bank Private Wealth Management for 10 years, and a Managing Director at Citigroup Private Bank for 6 years.  Previously, Susan worked as a Portfolio Manager of distressed commercial real estate debt at Citicorp Real Estate, Inc. and as President of the Ninth Square Association, a successful public private real estate partnership whose mission was to revitalize a downtown redevelopment district in New Haven, Connecticut.

 

Susan holds an M.B.A. from the Anderson School of Management, UCLA and a B.A. from Queens College, CUNY. Susan is credit trained through Citicorp’s corporate banking division.  Susan is actively involved in supporting community and arts institutions including The Iris Cantor Women’s Health Center at UCLA, the Hammer Museum, the Los Angeles County Museum of Art, and the UCLA Depression Grand Challenge.

 

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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.