Zankhana Bateman

Vice President, Private Client Advisor

Professional Profile

Zankhana Bateman is a Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management. Zankhana leads a team of dedicated specialists, each of whom brings in-depth knowledge of a particular wealth discipline, such as investment management, credit, trust and estate planning services, banking services, philanthropy and non-profit services. Zankhana and her U.S. Trust® team work closely with high net worth individuals and families to understand their complex financial needs and priorities, and work collaboratively to design a customized plan that aligns with their personal/family goals and values.

Zankhana began her career in banking in 1999 and has held various roles in retail banking, management, and human resources. She graduated from Brown University with a Bachelor of Arts degree in Business Economics.

Active in the community, Zankhana serves as Vice President of the Board of Women’s Fund of RI, and is a Board Member of the Brown Club of Rhode Island. 

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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

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.