William (Bill) L Fritz

Vice President, Private Client Advisor

Professional Profile

William Fritz is a Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management in Chicago. Bill works closely with a select group of high-net-worth clients, helping them pursue sound financial decisions in their personal and professional lives. He works with a team of local, in-house specialists, who collaborate to design and implement tailored strategies in investment management, trust and estate planning services, banking and lending, business services, and philanthropy. As the key point of client contact, Bill serves as a conduit to the capabilities and resources that align with client objectives. He has experience advising attorneys, hedge fund professionals, business owners, art investors, and their family members.


Bill takes a holistic approach to each client’s situation, examining both sides of the balance sheet to deploy wealth more efficiently. He enjoys helping clients discern and define the purpose of their wealth, leading thoughtful analysis and ongoing discovery. Dedicated to client well-being, Bill looks to anticipate needs, following through with precision and resolve. He recognizes that different life stages entail different priorities, and caters to the unique circumstances of each relationship.


Prior to joining U.S. Trust, Bill spent more than five years with J.P. Morgan Private Bank in Chicago and New York, where he served as a Private Banker. He began his career in 2008 with Bank of America Merrill Lynch in the Global Securities Solutions division, where he served as a Collateralized Loan Trustee. Bill earned his undergraduate degree from Marquette University, majoring in Finance and International Business.


Bill is actively involved as a volunteer in the Big Shoulders Fund, Chicago, which provides financial support to Catholic schools in the neediest areas of the city.

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

Michael P Allen

Private Client Manager

312.828.1519

Key Contacts

Joyce M Logan

312.828.3568

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.