Unaizah Moonis

Managing Director, Private Client Advisor at US Trust Company

Unaizah Moonis

Unaizah Moonis

Managing Director, Private Client Advisor at US Trust Company

Overview
RelSci Relationships

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Relationships
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Managing Director & Private Client Advisor at US Trust Company

Relationship likelihood: Strong

Head, Global Wealth & Investment Management Chief Investment Officer at Bank of America Corp.

Relationship likelihood: Strong

President at US Trust Company

Relationship likelihood: Strong

Senior Vice President-Portfolio Manager at US Trust Company

Relationship likelihood: Strong

Head, Chief Investment Officer & Investment Solutions Group at Bank of America Corp.

Relationship likelihood: Strong

Senior Vice President & Senior Portfolio Manager at US Trust Company

Relationship likelihood: Strong

Managing Director & Head of Philanthropic Solutions & the Family Office at US Trust Company

Relationship likelihood: Strong

Vice Chairman at US Trust Company

Relationship likelihood: Strong

Managing Director, Private Client Advisor at US Trust Company

Relationship likelihood: Strong

Managing Director at US Trust Company

Relationship likelihood: Strong

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Unaizah Moonis
Managing Director, Private Client Advisor at US Trust Company
Education
B.A. in Economics

Tufts University is a private research university located in Medford/Somerville, near Boston, in the U.S. state of Massachusetts. The university is organized into ten schools, including two undergraduate programs and eight graduate divisions, on four campuses in Massachusetts and the French Alps. The university emphasizes active citizenship and public service in all of its disciplines and is known for its internationalism and study abroad programs.

M.B.A. with a Concentration in Finance

The Boston University School of Management (SMG) is the business school at Boston University in Boston. Founded in 1913 as the College of Business Administration, the school offers undergraduate and graduate programs. The BU School of Management offers a Bachelor of Science in Business Administration (BSBA), Master of Business Administration (MBA) degree (full- and part-time programs), a Bachelor of Science (BS) in Mathematical Finance, a Master of Science in Investment Management, executive education programs, two Ph.D. programs. Both the undergraduate and graduate programs offer dual degree options with other schools and colleges at Boston University.

Career History
Managing Director, Private Client Advisor
Current

U.S. Trust Co. provides investment management and private banking services. The company is headquartered in New York, NY.

Financial Planner
1991 - Prior

American Express Co. operates as a global services company, which engages in the provision of credit card, financial, and global travel services. It operates through the following business segments: U.S. Card Services, International Card Services, Global Commercial Services, Global Network & Merchant Services, and Corporate & Other. The USCS segment offers products and services to consumers and small businesses in the United States and provides travel services to card members and other customers. The ICS segment provides proprietary consumer and small business cards outside the United States. The GCS segment includes global corporate payment services to large and mid-sized companies. The GNMS segment operates a global payments network that processes and settles proprietary and non-proprietary card transactions. It also provides point-of-sale products, multi-channel marketing programs and capabilities, services and data, leveraging the global closed-loop network. The Corporate & Other segment includes corporate functions and certain other businesses including the company's enterprise growth business and other company operations. The company was founded by Henry Wells, William G. Fargo and John Warren Butterfield on March 28, 1850 and is headquartered in New York, NY.

Director & Private Banker
Prior

Citi Private Bank, a subsidiary of multinational banking conglomerate Citigroup, markets private banking services for wealthier clients, including entrepreneurs and senior corporate executives. It has 60 offices in 23 countries.

Non-Profit Donations & Grants

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$10K - $50K
2014

Acumen Fund uses entrepreneurial approaches to solve the problems of global poverty. Their investments focus on delivering affordable, critical goods and services, such as health, water, housing and energy, through innovative, market-oriented approaches. They look for companies that deliver products or services that generate social outputs that compare favorably with products or services either currently available on the market or through charitable distribution channels. Companies should also have a clear business model that shows potential for financial sustainability within a five to seven year period, including the ability to cover operating expenses with operating revenues. Investments range from $300,000 to $2 million in equity or debt with a payback or exit in roughly five to seven years. Acumen makes direct equity investments in the form of common fully voting or preferred shares. They usually take a minority position and often play a management role through advisory services and a position on the board of directors. Acumen also makes quasi-equity investments which are usually structured as subordinated notes with various features (equity conversion, profit-linked return or other equity premiums) to generate equity-based returns.

$10K +
2013

Acumen Fund uses entrepreneurial approaches to solve the problems of global poverty. Their investments focus on delivering affordable, critical goods and services, such as health, water, housing and energy, through innovative, market-oriented approaches. They look for companies that deliver products or services that generate social outputs that compare favorably with products or services either currently available on the market or through charitable distribution channels. Companies should also have a clear business model that shows potential for financial sustainability within a five to seven year period, including the ability to cover operating expenses with operating revenues. Investments range from $300,000 to $2 million in equity or debt with a payback or exit in roughly five to seven years. Acumen makes direct equity investments in the form of common fully voting or preferred shares. They usually take a minority position and often play a management role through advisory services and a position on the board of directors. Acumen also makes quasi-equity investments which are usually structured as subordinated notes with various features (equity conversion, profit-linked return or other equity premiums) to generate equity-based returns.

Other Affiliations