People Moves

BoA Hires for Multi Family Office Unit

Matt Smith New York March 13, 2008

BoA Hires for Multi Family Office Unit

US Trust-Bank of America tapped a former vice president and managing director from rivals Brown Brothers Harriman Trust Company and Citigroup respectively to fill senior adviser roles in its Multi-Family Office Group.

Santo Vicenzino, former Brown Brothers Harriman vice president and trust officer was appointed senior fiduciary and administrative advisor at US Trust MFO. He will report to MFO Group principal and managing director, Lori Jackson.

Also, Douglas Moore, former managing director and head of Estate & Charitable Planning for Citi Trust and the Citigroup Private Bank, was made managing director and senior financial planner at the US Trust MFO. Mr Moore will report to MFO group principal and managing director, John Voltaggio.

The multi-family office business specialises in implementing and monitoring the delivery of all US Trust fiduciary, planning and administrative services to clients to the group’s nationwide client base with more than $3 million in investable assets.

Mr Vicenzino was previously with US Trust before leaving to join Brown Brothers Harriman in 1995. He began his career with US Trust in 1999 in the trust settlement and wealth management departments.

Mr Moore previously spent 11 years at Citigroup in a number of leadership positions, according to US Trust.

Chris Zander, managing director and head of the US Trust Multi-Family Office Group said the business unit brings together benefits of a boutique multi-family office supported by the financial strength and resources of the broader bank.

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