Thomas R Graham

Vice President, Private Client Advisor

Professional Profile

Thomas Graham is a Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management. Graham joined U.S. Trust in 2016, and has over 13 years of banking and credit experience supporting the needs of individuals and businesses.  He leads a Private Banking team of subject matter experts (including portfolio managers, a wealth strategist, trust officer, and several credit and banking experts), that provide expertise to high net worth families and helps them navigate the intricacies of investment management, estate planning, asset preservation, and wealth transfer strategies.  The team has a focus providing new U.S. Trust clients various credit facilities, such as mortgages for primary and secondary residences over $1 million, investment commercial real estate, private client lines, hedge fund lending, and financing acquisitions of fine art, personal aircraft, and yachts. The team also offers support to business owners and heirs of closely held business interests by providing strategic planning, estate plan implementation, corporate governance, and guidance on business succession planning.

Graham 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 transitioned his career to work with private business owners and their families.  He held positions with the business banking teams of Wells Fargo and Santander, and was responsible for business development as well as managing the banking and lending needs of a portfolio of private businesses with revenues ranging from $2 million to $50 million.

Graham earned his Bachelor's degree in 2002 in Finance and Marketing from Villanova University, where he was also a member of the track & field team.  He then went on to earn a Master of Business Administration degree from Villanova University in 2013.

An avid supporter of his local community, Graham has previously been involved with Big Brothers Big Sisters, and is currently serving on his third advisory panel for women owned businesses, through his involvement with NAWBO/Athena PowerLink, where he is also a member of their governing board.  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. 


*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments.  For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.


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

610.567.2224

Matthew D Simpson

Portfolio Manager

610.567.4736

Dennis Springer

Wealth Strategies Advisor

267.675.0135

Gregory C Rau

Portfolio Manager

610.567.4715
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Isla Grant

Senior Trust Officer

610.567.4726
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Lisa Mittelman

Senior Trust Officer

267.675.0221

Jeffrey (Jeff) Barson

Portfolio Manager

267.675.0121
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Marcus Adams

Portfolio Manager

267.675.0143

Key Contacts

Alicia Fantini

610.567.4733

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.