Thomas M Cattell

Managing Director - US Trust, Private Client Advisor

Professional Profile

Thomas Cattell is a Managing Director and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management in Portland, Maine. Tom works closely with high and ultra high net worth individuals, families, and institutions, to help direct detailed strategy and implementation across multiple financial disciplines. With more than three decades of experience in banking and wealth management, Tom applies his insight to help address complex issues, sensitive to the unique priorities of each client. Having lived and worked in Portland since 1991, he is closely attuned to its business, professional, and philanthropic communities, offering an accessibility and on-the-ground perspective that arise from deep commitment to the area.
 
Tom leads a team of U.S. Trust® specialists to develop integrated offerings in investment management, trust and estate planning services, banking and lending, and philanthropy. He spends significant time with clients so that he can discern their needs and concerns, striving to offer a methodical approach designed to tackle issues and build on progress year over year.

Tom began his career at U.S. Trust Company of New York in 1978 a Bank of America legacy institution, since 2007. He then served as a Senior Trust Officer and Vice President at Bank of New England in Boston. He worked for seventeen years at Maine Bank & Trust in Portland, ultimately serving as Director of Wealth Management. Prior to his current role at U.S. Trust, Tom was Director of Client Service at Black Point Capital Management, where he provided family office and investment advisory services.

Tom earned his B.A. from Columbia University.

Tom is a trustee for the Maine Historical Society, a member of the Maine Health Access Foundation, a board member of the Pine Tree Council of Boy Scouts of America and a member of the Friends of Kotzschmar Organ. He is also past president of the Portland Public Library.

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

Andrea L Carlin

Private Client Manager

617.434.0751

Key Contacts

Laurie A Moy

207.253.7475

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.