Presenter

Andrea Paul

Managing Director, U.S. Trust

Andrea Paul is a Managing Director and Relationship Manager at U.S. Trust. She has over 18 years of experience in meeting the overall investment planning and private banking needs of high net worth clients. Prior to joining U.S. Trust, Ms. Paul was with J.P. Morgan Securities Inc. where she held positions in sales, relationship management and as a lending officer. She managed a portfolio of major law firms, including the partners and clients of the firms. Andrea has extensive experience in addressing the financing, liquidity and investment needs of private banking clients. Ms. Paul received her B.A. in Psychology from Emory University and her MBA in Finance from New York University’s Stern School of Business. She is also series 7/63 licensed. Active in community service, Ms. Paul is a wish grantor for Starlight Children’s Foundation and is involved with UJA and the American Cancer Society.

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