Christian G. Heilmann

Chief Fiduciary Executive at U.S. Trust, Bank of America Private Wealth Management

Christian G. Heilmann

Christian G. Heilmann

Chief Fiduciary Executive at U.S. Trust, Bank of America Private Wealth Management

Biography

CHRISTIAN G. HEILMANN
Chief Fiduciary Executive, U.S. Trust Bank of America Private Wealth Management.

Chris Heilmann is managing director and chief fiduciary executive at U.S. Trust. He also serves as chairman of the bank’s fiduciary and risk oversight committee.

In this role, Heilmann is responsible for leading the trust, tax, estate and fiduciary organization for Bank of America’s Global Wealth & Investment Management division. Previously, he was U.S. Trust’s national fiduciary executive, responsible for setting and ensuring adherence to fiduciary guidelines and policies and leading national groups, including specialized fiduciary services, estate settlement, fiduciary tax, the office of chief fiduciary and Delaware Trust Company, personal custody, and fiduciary platform and channel management.

Prior to the Bank of America and Merrill Lynch merger, Heilmann was chairman and chief executive officer of Merrill Lynch Trust Company, formerly a division of Merrill Lynch Bank & Trust Co., FSB, where he was also a member of the bank’s executive management committee. He also was chairman and chief executive officer of Merrill Lynch Trust Company of Delaware and was a managing director of the Merrill Lynch U.S. bank group.

A veteran of 39 years in the trust and private banking fields, Heilmann joined Merrill Lynch in January 2000 after 27 years at Fleet Financial Group, Boston, where he had been executive vice president and senior manager of FleetBoston Financial Corporation’s fiduciary services group, as well as a board member of Fleet Trust and Investment Advisory Company of Florida.

Heilmann is currently a member of the Trust Management Association, Inc. He is past chairman of the executive advisory committee of the American Bankers Association’s trust, wealth management and marketing group, as well as a past member of the New York State Bankers Association’s estate planning and legislative committees. In June 2004, the New York region of the Anti-Defamation League named him Private Banker of the Year in New York City.

Heilmann received his B.A. in English from Westminster College, where he is a past member of the college’s board of trustees and co-chair of the finance and investment committee. He earned Certified Trust and Financial Advisor and Certified Financial Services Counselor designations from the Graduate Trust School at Northwestern University.

Overview
Career Highlights

Merrill Lynch Trust Co.

RelSci Relationships

1432

Number of Boards

6

Number of Awards

2

Relationships
RelSci Relationships are individuals Christian G. Heilmann likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chief Executive Officer at Bank of America Corp.

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President of Bank of America Private Bank at Bank of America Corp.

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Managing Director & Business Support Executive at U.S. Trust, Bank of America Private Wealth Management

Relationship likelihood: Strong

President at Bank of America Corp.

Relationship likelihood: Strong

President, Central & South Texas at Bank of America Corp.

Relationship likelihood: Strong

Managing Director, Philanthropic Solutions Group at U.S. Trust, Bank of America Private Wealth Management

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Director of Macro Strategy & Research at U.S. Trust, Bank of America Private Wealth Management

Relationship likelihood: Strong

Senior Vice President & Head of Taxable Credit Research at U.S. Trust, Bank of America Private Wealth Management

Relationship likelihood: Strong

Market Investment Executive at U.S. Trust, Bank of America Private Wealth Management

Relationship likelihood: Strong

Market Executive at U.S. Trust, Bank of America Private Wealth Management

Relationship likelihood: Strong

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Christian G. Heilmann
Chief Fiduciary Executive at U.S. Trust, Bank of America Private Wealth Management
Education
B.A. in English

PROMOTE EDUCATION, THE DEVELOPMENT OF SKILLS, KNOWLEDGE, AND PERSONAL QUALITIES.

Memberships
Member
Current

Trust & Fiduciary Management Services (TFMS) constructs portfolios by employing qualitative and fundamental techniques. For equities, they use a framework based on the ideas of Nobel Laureates Franco Modigliani and Merton Miller. They also use measures of operating momentum. TFMS manages fixed-income portfolios by using individual issues and both closed- and open-ended funds as needed to meet specialized client objectives.

Career History
Chief Fiduciary Executive
Current

Bank of America NA, aka US Trust, Bank of America Private Wealth Management, 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.

Chief Executive Officer
Prior
Executive Vice President
Prior

FleetBoston Financial was a Boston, Massachusetts–based bank created in 1999 by the merger of Fleet Financial Group and BankBoston. In 2004 it merged with Bank of America; all of its banks and branches were converted to Bank of America.

Boards & Committees
Chairman
Prior
Non-Profit Donations & Grants

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$25K +
2012

PROMOTE EDUCATION, THE DEVELOPMENT OF SKILLS, KNOWLEDGE, AND PERSONAL QUALITIES.

$1,000 - $2,499
2010

SCHOOL-BASED SERVICES TO STRENGTHEN STUDENTS' EMOTIONAL, SOCIAL AND COGNITIVE SKILLS.

Awards & Honors
Certified Trust and Financial Advisor
Certified Financial Services Counselor
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