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.
Lee Christian Parker
Vice President, Philanthropic Client Manager
Lee serves as the primary liaison and service provider for philanthropic foundations and non-profit institutions. Lee leads a team of U.S. Trust® specialists customized to help meet the
philanthropic priorities of each client by leveraging the intellectual capital of the
bank. Cultivating strong relationships, maintaining a personal touch, being readily
accessible and keeping clients informed are distinctive elements of her reputation.
Prior to joining U.S. Trust®, Lee served as the Senior Director, Philanthropic Advisory
Services for the Greater Washington Community Foundation, one of the largest
community foundations in the nation. Lee spent 17 years working for local and
regional foundations in the greater Washington region, where she held several
senior-level positions overseeing multi-million dollar community investment
portfolios. Lee earned her Bachelor of Arts degree from the University of Maryland
University College with a concentration in Communications.
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.
Event sponsorship includes: One complimentary registration; Listed as Event Sponsor with logo in event promotion and event program; Recognition as Event Sponsor from the podium; and One exhibit table, as event space permits. Click here to register as an event sponsor!
A substitution is permitted. A nonmember substitute for a member must pay the registration difference for the same Registration Type [IE: Early Bird, Standard].
A request for refund of an event registration fee must be sent in writing, email permissible, to Info@ChesapeakePlannedGiving.org
. The registration fee for an event cancellation received within seven  days of the event or a no-show is nonrefundable.