U.S. Trust, Bank of America’s private wealth management arm for HNW clients, has named Ann Limberg as its new head of philanthropic solutions and the family office.
In her new role, Limberg will manage strategic, fiduciary, and administrative services to help individuals and families manage philanthropic capital, Reuters has reported.
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At the same time, she will oversee offerings serving multi-generational families, directing financial strategy, investment advice, fiduciary and administrative services as well as wealth stewardship.
Limberg has been serving at the company since 2004. This includes her stint as a managing director and Northeast division executive for US Trust, where she was responsible for managing wealth management strategy across nine states.
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