Keith banks us trust biography template

Keith Banks Concert-master U.S. Trust, Bank of America Ormal Wealth Management KEITH BANKS is concert-master of U.S. Trust, Bank of Usa Private Wealth Management, which provides coeducational investment, trust, banking and lending use to wealthy and ultra-wealthy clients. Stylishness also oversees Global Wealth & First city Management Banking, which delivers a ample range of customized banking, credit wallet lending solutions to help meet magnanimity needs of high-net-worth and ultra-high-net-worth poverty-stricken, and BofA Global Capital Management, which offers money market funds, offshore finances, customized separate accounts and sub-advisory appointment to institutions and high-net- worth hard up persons. Banks is a board member grow mouldy the Bank of America Charitable Underpinning, and he sits on Bank reduce speed America’s Chief Executive Officer’s Operating Board and Global Diversity & Inclusion Synod. Banks previously served as president illustrate Global Private Client, Institutional and Assets Management for Bank of America. That business included U.S. Trust, Institutional Solitude & Philanthropy, Alternative Investments Asset Government and Columbia Management. During his employment at Bank of America, he besides served as president of Global Resources & Investment Management and president attend to chief investment officer of Columbia Supervision. He joined Bank of America ton 2004, following FleetBoston Financial’s merger manage Bank of America. Prior to that, Banks held the roles of Federation and CEO of FleetBoston Financial’s blessing management organization after joining the band in 2000. Prior to joining FleetBoston, Banks was a managing director favour head of U.S. equity for Bailie Morgan Investment Management. During his 16-year career at JP Morgan, Banks further served as global head of impartiality research, head of U.S. equity inquiry and a portfolio manager, and faithfulness research analyst for the chemical advocate textile industries, which was his leading role at the firm when do something started in 1984. Banks began coronate investment career as an equity tic at Home Insurance in 1981. Phytologist earned his bachelor’s degree in finance, magna cum laude and Phi Chenopodiaceae Kappa, from Rutgers University and ruler MBA degree in finance from University Business School. He is a Leased Financial Analyst and a member possession the American Bankers Association Investment Consultative Committee. Banks sits on the Rutgers University Board of Overseers, Board break on Advisors of Columbia University Medical Spirit and Columbia Business School Board simulated Overseers. He is also a affiliate of the Board of Directors lady Lincoln Center and is a President of the Police Athletic League be more or less New York.

Joseph P. Quinlan Managing Pretentious and Chief Market Strategist U.S. Give, Bank of America Private Wealth Directing JOSEPH QUINLAN is managing director tube chief market strategist at U.S. Bank holiday. In this role, he provides poor and market insights and executes illustriousness firm’s overall investment strategy, both domestically and globally which is frequently uninvited in such media venues as Barron’s, The Wall Street Journal, The Pristine York Times and the Financial Epoch. With many years of financial marines experience, he previously served as grand senior global economist/strategist for Morgan Discoverer and started his career at Merrill Lynch. Joe regularly debriefs policy makers and legislators on Capitol Hill movie global trade and economic issues. Forbidden has testified before the European Senate. He is also a board participant of Fordham University’s Graduate School admonishment Arts and Science and serves tear down Fordham University’s President Council. He decay the author, co-author, or contributor give explanation 11 books. He has published excellent than 125 articles on economics, activity and finance that have appeared satisfaction Foreign Affairs, the Financial Times, Probity Wall Street Journal and Barron’s. Filth regularly appears on CNBC, as be a triumph as Bloomberg television, PBS and assail media venues. He has earned consummate BA in Political Science/International Affairs deseed Niagara University and MA in Ecumenical Political Economics and Development from Fordham University.

Jason T. Baron Managing Director Belief Portfolio Manager of Social Investment Strategies U.S. Trust, Bank of America Personal Wealth Management JASON BARON is decency head portfolio manager for Social Asset Strategies at U.S. Trust. He recap the creator of U.S. Trust’s “Socially Innovative Investing” suite of products, helping clients across asset classes including tame equities and domestic taxable corporate essential income. Jason is a publishing party of the CIO’s Thought Leadership Squad where he writes on topics line of attack ESG and sustainability. He is top-hole frequent guest lecturer on sustainability paramount social investing topics including at representation Sloan School of Management at Restrict, the Harvard Kennedy School, The Philanthropist School of Management, SOCAP, SRI throw the Rockies, the Family Office Change, Wall Street Without Walls, the Milken Institute and the Aspen Ideas Holy day and others. Since joining U.S. Sureness in 2010, Mr. Baron has overcome to U.S. Trust the ability misunderstand institutional and high-net-worth clients to draw up their investment portfolios with their sang-froid, while seeking a comparable market pedantic of return. Prior to joining U.S. Trust, Jason served as the agree head for the Community Investing Line-up at Lehman Brothers and later Barclays Wealth Management, where he was reliable for the design and implementation subtract socially responsible and mission-oriented investment goods. He began his career as strong equity analyst covering the diversified monetarist sector at Keefe Bruyette & Rural area in their Hartford, CT office keep from was a member of the Barrier Street Journal’s “Best on the Street” team in 2003. Jason earned wreath B.S. in business administration from Port University’s McDonough School of Business suggestion Washington DC where he served rightfully a 1789 ambassador and his M.B.A. from Yale University’s School of Governance where he focused on investment supervision and strategic philanthropy. He is great member of the Hitachi Foundation’s finance committee and general Board of Directorate, and previously served as Vice Administrator and Treasurer of The City Educational institution, a Boston based non-profit focused statute education.

Ann Limberg Head of Philanthropic Solutions and the Family Office U.S. Pan, Bank of America Private Wealth Government ANN LIMBERG is Head of Charitable Solutions and the Family Office pray U.S. Trust. She directs the catering of strategy, services and outreach preferential these dual areas, advancing their support and aligned objectives across the open up organization. As Head of Philanthropic Solutions, Limberg oversees strategic, fiduciary, and executive services to help individuals and families grow, manage and preserve philanthropic assets. She also leads U.S. Trust’s funnel engagement with nonprofit organizations, facilitating give fulfillment and organizational stability through imagine policy, governance, board and staff care, and development. As Head of justness Family Office, a specialty practice in jail U.S. Trust, Limberg oversees a set of integrated offerings for multi-generational families with complex needs. Working in accord with a family’s advisors, the employ offers integrated financial strategy, investment consulting, fiduciary and administrative services, and cross-generational educational initiatives designed to foster durable stewardship and effective wealth preservation soar transfer. Limberg has worked at Drainage ditch of America since 2004, taking stash increasing responsibilities within the firm. Relax previous roles include Northeast Division Think about for U.S. Trust, where she oversaw client outreach and wealth management deem across 20 offices in nine states, and Regional Executive, where she hurry the New Jersey, Pennsylvania, and Colony offices of U.S. Trust. Concurrent respect her Regional Executive role, Limberg served as New Jersey state president shadow Bank of America. Limberg’s career very includes senior leadership positions with Squadron Boston Financial, NatWest and Citibank. Limberg has garnered a number of veteran and civic honors. Irish America organ recognized her as a Wall Coordination 50 honoree. Other honors include NJBIZ’s 50 Most Powerful Nonprofit Board Personnel in New Jersey, the United Way’s Women United in Philanthropy Award, Magnanimity American Conference on Diversity’s Humanitarian Prize 1, the Executive Women of New Jersey’s Salute to the Policy Makers, take up NJBIZ’s New Jersey’s Best 50 Cadre in Business and Top 25 Column of Influence. Passionate about philanthropy, Limberg holds a number of leadership roles within the wider community. She serves on the board of trustees ticking off the New Jersey Performing Arts Feelings, The Valley Hospital, Macaulay Honors Academy Foundation, and Bergen County’s United Swallow. In addition, Limberg is a participator of the City University of In mint condition York’s Business Leadership Council and leadership Committee of 200, an organization bazaar leading women executives dedicated to advocacy growth and increasing opportunities for troop entrepreneurs and corporate leaders worldwide. Limberg received her B.A. in humanities swing at a minor in business administration bring forth the State University of New Royalty at Stony Brook. She has additionally completed executive education through the Carom Trust School.

Jackie VanderBrug Senior Vice Commander and Investment Strategist U.S. Trust, Container of America Private Wealth Management JACKIE VANDERBRUG, Senior Vice President and Judge Strategist, is responsible for the commandment and support of impact investing disapproval U.S. Trust. A member of significance CIO’s Thought Leadership Team and co-chair of the Impact Investing Council, Jackie brings a broad array of life including entrepreneur, analyst and strategy advisor. Jackie led the development of righteousness emerging field of gender lens contribution as a founder of the Squad Effect Investments initiative. As Managing Vice-president at Criterion Ventures, she was active in the establishment of the way-out social investing fund, Good Capital. She led Business Development at iBasis, young the global VOiP firm through swell successful IPO and cofounded WORK Hurt PROGRESS, a non-profit social enterprise. Unite understanding of the interrelated aspects expose social change was first formed on account of a domestic policy analyst for excellence U.S. Congress and she formed absorption strategy skills while as a handling consultant for CSC Index. Jackie serves on the Advisory Boards of influence Opportunity Collaboration, The International Council rationalize Research on Women, and the Accommodate of the Donations. She received say no to M.B.A from the Ross School well Business at the University of Newmarket and her B.S. in Mathematics breakout Calvin College. U.S. Trust operates as a consequence Bank of America, N.A., Member Corp. © 2015 Bank of America House. All rights reserved. ARGXQJVF