Edward (Trey) R Titcomb

Senior Vice President, Private Client Advisor

Professional Profile

Edward R. Titcomb III “Trey” is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management, in Minneapolis. He leads a team of specialists who design and implement tailored wealth strategies for high net worth individuals, families and institutions. Trey’s direct experience with family offices, multi-generational families, senior executives, privately held business owners and nonprofit institutions allows him to anticipate the issues that can arise from significant wealth. Trey looks to capitalize on opportunities and tap efficiencies that promote the effective growth, preservation and transfer of wealth.

Trey begins each relationship by gaining an in-depth knowledge of each client’s circumstances. He offers a methodical process for distilling priorities and simplifying complexity across a spectrum of needs: investment management, wealth strategy, trust and estate planning services, banking and philanthropy. Trey looks to generate tangible value and meaningful impact for the clients he serves.

Trey began his career in 1997 at Fidelity Investments in Boston where he served as a team leader. He then moved to Citigroup where he provided investment and trustee services to institutional clients. He first joined U.S. Trust in 2004 serving as a Client Relationship Officer and Trust Officer in Minneapolis. Prior to rejoining U.S. Trust in 2015, Trey served as a Vice President with Wells Fargo in Minneapolis. He has also served on the Clearwater Investment Trust Mutual Fund Board as audit committee chair.

CREDENTIALS
Bachelor of Arts, Franklin & Marshall College
Masters of Business Administration, University of St. Thomas

COMMUNITY INVOLVEMENT
Board Member, Thomas Irvine Dodge Nature Center
Former Trustee, Mounds Park Academy

*Neither U.S. Trust nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

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.