U.S. Trust, Bank of America Private Wealth Management

U.S. Trust, Bank of America Private Wealth Management

U.S. Trust, Bank of America Private Wealth Management

Overview
Date Founded

1947

Headquarters

114 West 47th Street,New York, NY 10036-1510

Industries

Investment Services & Portfolio Management

Company Description

of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection.

Contact Data
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Executives & Employees

Chief Fiduciary Executive

South Carolina Market President

Director & Head of Taxable Research

Market Executive

Market Investment Executive

Baltimore Market Director

Managing Director

Managing Director & North Carolina Regional Executive

Managing Director

Managing Director & Portfolio Manager

Board of Directors

Chief Executive Officer at Bank of America Corp.

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U.S. Trust, Bank of America Private Wealth Management
Recent Transactions
Details Hidden

Designer Brands, Inc., DSW Shoe Warehouse, Inc. purchase eBuys, Inc.

Details Hidden

ARRIS Group, Inc. purchases Pace Plc

Details Hidden

Stamps.com, Inc. purchases PSI Systems, Inc. (California) from Newell Brands, Inc.

Transaction Clients
Lender

Advised on ARRIS Group, Inc. purchases Pace Plc

Lender

Advised on purchases Energizer Holdings, Inc. from Edgewell Personal Care Company

Investment Advisor

Advised on KVH Industries, Inc. (Delaware), KVH Media Group Ltd. purchase Super Dragon Ltd.

Transaction Advisors
Legal Advisor

Advised onMcKesson Corporation, Dragonfly GmbH & Co., KGaA purchase McKesson Europe AG from Elliott Advisors (UK) Ltd., Franz Haniel & Cie. GmbH

Legal Advisor

Advised onInternational Paper Co. purchases Weyerhaeuser Co. /Packaging Business from Weyerhaeuser Company

Legal Advisor

Advised onBally Technologies, Inc. purchases SHFL entertainment, Inc.

Legal Advisor

Advised onDealertrack Technologies, Inc purchases Dealer Dot Com, Inc. from APAX PARTNERS LLP

Legal Advisor

Advised onDealertrack Technologies, Inc purchases Dealer Dot Com, Inc. from APAX PARTNERS LLP

Associate

Advised onDealertrack Technologies, Inc purchases Dealer Dot Com, Inc. from APAX PARTNERS LLP

Advisors & Consultants
Legal Advisor

Partner at Morgan, Lewis & Bockius LLP

Legal Advisor

Shareholder at Greenberg Traurig LLP

Legal Advisor

Partner at Jones Day

Clients

Trinity Health Corp. engages in the provision of healthcare services. It offers health volunteers, cancer network, senior services management, integrity and compliance, and population health and supply chain management solutions. The firm operates hospitals, home health agencies, and hospice programs. The company was founded on May 1, 2013 and is headquartered in Livonia, MI.

The Morris & Gwendolyn Cafritz Foundation is the largest private, independent, local Foundation focused exclusively on the Washington, D.C. metropolitan area. The Foundation is the legacy of Morris Cafritz, one of Washington’s leading commercial and residential builders from the early 1920’s to the mid-60’s. An outstanding civic leader known for his generosity, Morris Cafritz established the Foundation in 1948. His wife, Gwendolyn, one of Washington’s leading hostesses in the post World War II years, was President of the Foundation from 1964 to 1988. In December 1988, Calvin Cafritz was elected to the Board of Directors of The Morris and Gwendolyn Cafritz Foundation and since February 1989, has served as Board Chairman. In July 1993, he was elected President and CEO of the Foundation. Since 1970, when electronic record keeping was initiated, awards totaling more than $379 million have been granted. In the last 10 years, $164 million has been awarded to more than 877 organizations in the areas of Community Services, Arts and Humanities, Education, Health and the Environment. Since Mr. Cafritz' leadership began, the Foundation has awarded more than $319 million to 7,012 projects. The Foundation is committed to improving the quality of life for residents of the Washington, DC area.

THE HARTFORD FOUNDATION FOR PUBLIC GIVING, ESTABLISHED IN 1925, IS THE COMMUNITY FOUNDATION FOR THE 29 COMMUNITIES IN THE HARTFORD REGION. IT IS DEDICATED TO PUTTING PHILANTHROPY INTO ACTION TO CREATE LASTING SOLUTIONS THAT RESULT IN VIBRANT COMMUNITIES WITHIN THE GREATER HARTFORD REGION. THE THREE PRIORITIES OF THE FOUNDATION ARE INTER-RELATED; SUCCESS IN ONE AREA DEPENDS ON AND REINFORCES SUCCESS IN THE OTHERS. WITH A CLEAR FOCUS ON EQUITY AND OPPORTUNITY, WE PRIORITIZE: VIBRANT COMMUNITIES, LEARNING (FROM BIRTH THROUGH COLLEGE), AND FAMILY ECONOMIC SECURITY. COLLABORATING WITH OUR COMMUNITIES, WE WILL ACHIEVE OUR PRIORITIES BY BUILDING, SUSTAINING, AND SHARING KNOWLEDGE; ENGAGING IN PUBLIC POLICY, INSPIRING PHILANTHROPY AND STEWARDING RESOURCES; AND INVESTING IN OUR REGION.

Non-Profit Donations & Grants
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