Uday J Shah

Senior Vice President, Private Client Advisor

Professional Profile

Uday Shah is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management. Uday specializes in helping high net worth families and individuals manage their finances. He has been with U.S. Trust for over 16 years and has been providing a wide variety of wealth management services, including an emphasis in fiduciary planning and administration, as well as lending expertise.

Prior to joining U.S. Trust, Uday worked as a Financial Consultant at Bank of America in Atlanta, GA and prior to that, as a financial representative at Northwestern Mutual. Before entering the financial services industry, Uday used his leadership skills to coach track and field and cross country at the Olympic and Division I Collegiate level.

Uday received a B.A. from the University of North Carolina, Chapel Hill and completed his M.B.A. with a concentration in finance from the Moore School of business at the University of South Carolina. Uday holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.

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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


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.