Thomas R Graham

Vice President, Private Client Advisor

Professional Profile

Thomas Graham is a Vice President and Private Client Associate at U.S. Trust, Bank of America Private Wealth Management. Thomas joined U.S. Trust in September of 2016, and has over 10 years of credit and banking experience supporting the needs of individuals and businesses.  He and his team provide lending and wealth management services to help clients navigate the intricacies of investment management, estate planning, asset preservation, and wealth transfer strategies.

Thomas began his banking career at Wells Fargo, where he served as a Home Mortgage Consultant, specializing in residential construction home financing.  After obtaining an M.B.A. in 2013, he accepted a position with the Wells Fargo Business Banking team.  Beginning in 2015, he served as Vice President and Relationhip Manager with Santander Business Banking, where he managed the banking and lending needs of a portfolio of private businesses with revenues ranging from $2 million to $50 million.

Earning his Bachelor's degree in 2002 in Finance and Marketing from Villanova University, Thomas also earned a Master of Business Administration degree from Villanova University in 2013.

An avid supporter of his local community, Thomas has previously been involved with Big Brothers Big Sisters, and served as an advisory panel member through Athena PowerLink for a small business.  Since 2014, he has also served as a Board Member with T.H.A.N.K.S., a charitable organization which provides financial assistance to underprivileged children in the Greater Philadelphia area for extracurricular activities, including sports, art, and music. 

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

Matt Moore

Private Client Manager


Matthew D Simpson

Portfolio Manager


Dennis Springer

Wealth Strategies Advisor


Gregory C Rau

Portfolio Manager

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Isla Grant

Senior Trust Officer

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Lisa Mittelman

Senior Trust Officer


Key Contacts

Alicia Fantini


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


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.