Bernie Reidy

National Philanthropic Sales Executive
US Trust
New York
New York

Session ID:

Bernard E. Reidy National Philanthropic Sales Executive U.S. Trust, Bank of America Private Wealth Management Bernard directs the bank’s outreach to its nonprofit clientele, helping these entities advance their underlying missions through integrated investment policy, fiduciary services, administration, governance and leadership development. He provides strategic direction to U.S. Trust® advisors and specialists nationwide, aligning the bank’s investment offerings and philanthropic services with the unique needs of educational endowments, arts and cultural institutions, healthcare and faith-based organizations, and foundations. Closely attuned to challenges and opportunities that nonprofits face, Bernard leads dynamic engagement with client priorities. He facilitates the transmission best practices across the wider enterprise to enhance the delivery of discretionary investment management, long-term organizational strategy, and a robust suite of administrative services. Bernard has experience catering to the financial and organizational needs of nonprofits. Prior to joining U.S. Trust, he served as Head of Endowment and Foundation Sales and later named Co-Head of Institutional Sales at Commonfund. Previously, he was Senior Vice President with Boyd Watterson Asset Management and its parent company, Mercantile Bankshares Corporation, where he led institutional sales and relationship management for the Northeast and Mid-Atlantic territories. His past firms include MTB Investment Advisors in Baltimore, where he oversaw the delivery of investment advisory services to investment consultants, faith-based institutions, endowments and foundations.