U.S. Trust Company/Charles Schwab Employee Directory

Financial ServicesUnited States1001-5000 Employees

U.S. Trust specializes in the complex financial needs of wealthy individuals and families. For more than 200 years, our global perspective, breadth of capabilities, unique team approach and fiduciary platform have differentiated us from other private banks and enabled us to help manage and preserve wealth across generations. Disclaimer:

The site is maintained by a third party that has no affiliation with U.S. Trust, Bank of America Private Wealth Management. The recommendations posted to this page by or about U.S. Trust employees, are not endorsed by, and may not represent the views of U.S. Trust. This material is not intended to constitute a recommendation, offer or solicitation for the purchase or sale of any security, financial instrument, or strategy. Any opinions expressed herein may not be those of U.S. Trust and are subject to change without notice. Always consult with your independent attorney, tax advisor, investment managers, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy. 

Investment products:
- Are Not FDIC Insured 
- Are Not Bank Guaranteed
- May Lose Value

Certain U.S. Trust associates are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”) and may assist you with investment products and services provided through MLPF&S and other nonbank investment affiliates. MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”). U.S. Trust operates through Bank of America, N.A., and other subsidiaries of BofA Corp.

Bank of America, N.A., Member FDIC.

Additional Terms, Conditions & Disclaimers found here: http://ustrust.com/UST/Pages/ust-on-twitter.aspx
Bank of America LinkedIn Community Guidelines: http://about.bankofamerica.com/en-us/social-media/linkedin-community-guidelines.html 

© 2018

Find U.S. Trust Company/Charles Schwab employees' phone numbers or email addresses

U.S. Trust Company/Charles Schwab Global Highlights

Location
Employees

North America
1.5K

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  • United States Of America
    1.5K
  • Canada
    1

Europe
7

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  • Portugal
    5
  • Netherlands
    1
  • United Kingdom Of Great Britain And Northern Ireland
    1

Africa
2

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  • Egypt
    2

Asia
1

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  • India
    1

Oceania
1

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  • Australia
    1

South America
1

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  • Chile
    1

U.S. Trust Company/Charles Schwab's Leadership

  • Stylized image of a person
    C. B.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    E. H.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    D. M.
    Chief Marketing Officer
    Phone icon
  • Stylized image of a person
    M. P.
    Vp - Portfolio Oversight Manager
    Phone icon
  • Stylized image of a person
    N. F.
    Vp - Institutional Portfolio Strategist
    Phone icon
  • Stylized image of a person
    J. A. C.
    Vice President & Sr. Trust Officer; Attorney
    Phone icon
  • Stylized image of a person
    K. K.
    President, Bank Of America Private Wealth Management
    Phone icon
  • Stylized image of a person
    B. L.
    Partner
    Phone icon

U.S. Trust Company/Charles Schwab Employee Metrics

100%
50%
0%
2026
2025
2024
  • Sales
  • Administrative
  • Analytics
  • Finance
  • Business
  • Other
  • Banking

Contact profiles from U.S. Trust Company/Charles Schwab

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. K.
    President, Bank Of America Private Wealth Management
    Phone icon
    United States
    Nov 12, 2025
  • Stylized image of a person
    B. L.
    Partner
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    C. B.
    Chief Executive Officer
    Phone icon
    United StatesIowa
    Feb 27, 2024
  • Stylized image of a person
    E. H.
    Chief Executive Officer
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    L. S.
    Executive Assistant To Market President
    Phone icon
    United StatesMissouri
    Jul 07, 2024
  • Stylized image of a person
    M. H.
    Managing Partner
    Phone icon
    United StatesColorado
    Jul 09, 2024
  • Stylized image of a person
    N. M.
    Owner
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    T. V.
    Owner
    Phone icon
    United StatesNew York
    May 04, 2024
  • Stylized image of a person
    D. M.
    Chief Marketing Officer
    Phone icon
    United StatesConnecticut
    Oct 24, 2025
  • Stylized image of a person
    C. E. R.
    Senior Vice President
    Phone icon
    United StatesMassachusetts
    Nov 12, 2025

Frequently Asked Questions

What is U.S. Trust Company/Charles Schwab known for?

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U.S. Trust Company/Charles Schwab was founded in 1853 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore U.S. Trust Company/Charles Schwab's company overview page for more information.

What is U.S. Trust Company/Charles Schwab's most common email format?

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U.S. Trust Company/Charles Schwab employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more U.S. Trust Company/Charles Schwab email formats with LeadIQ.

How many employees does U.S. Trust Company/Charles Schwab have currently?

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U.S. Trust Company/Charles Schwab has approximately 1.1K employees as of December 2025. These team members are located across 6 continents, including North AmericaEuropeAfrica.

Who are U.S. Trust Company/Charles Schwab's key employees and leadership?

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As of December 2025, U.S. Trust Company/Charles Schwab's key employees include:

  • Chief Executive Officer: C. B.
  • Chief Executive Officer: E. H.
  • Chief Marketing Officer: D. M.
  • Vp - Portfolio Oversight Manager: M. P.
  • Vp - Institutional Portfolio Strategist: N. F.

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