CHARITABLE PRACTICES AND PREFERENCES OF WEALTHY HOUSEHOLDS
The U.S. Trust Study of High Net Worth Philanthropy is a collaborative effort between U.S. Trust and the Indiana University Lilly Family School of Philanthropy. This study is a continuation of the 2006, 2008, 2010, 2012, 2014 Bank of America Study of High Net Worth Philanthropy and 2016 U.S. Trust® Study of High Net Worth Philanthropy research series.
Agenda12:00 PM Registration, Networking & Lunch
12:20 PM Welcome & Announcements
12:30 PM Presentation
1:30 PM Program Adjourns
Thank you to our chapter gold Sponsors
About the speakers
Senior Vice President, Private Client Advisor
Marc Broderick is a Senior Vice President, Institutional Client Advisor and Private Client Advisor in the McLean, Virginia office of U.S. Trust, Bank of America Private Wealth Management. Marc provides wealth and investment strategies to high net worth individuals and nonprofit institutions. Working in concert with a team of U.S. Trust specialists, Marc serves clients who require sophisticated analysis, tailored strategy, and intensive service. As a former not-for-profit executive, Marc also leads a team of institutional specialists to create customized solutions to complex challenges that are attuned to clients’ goals, values and aspirations. He works closely with individuals and Not for Profits to identify and anticipate opportunities to deploy their wealth more efficiently.
Senior Vice President, Private Client Manager
Uday Shah is a Senior Vice President and Private Client Manager at U.S. Trust Bank of America Private Wealth Management. Uday specializes in the financial management of high net worth families and individuals.
Uday has been with Bank of America for over 13 years and has been providing a wide variety of wealth management services for the past decade, including an emphasis in fiduciary planning and administration. Prior to joining the Private Bank, he worked as a licensed Financial Consultant at Bank of America in Atlanta, GA and prior to that, as a financial representative at Northwestern Mutual. Before entering the financial services industry, Uday used his leadership skills to coach Track and Field/Cross-Country at the Olympic and collegiate level.
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