DeAnne Steele is Head of National Portfolio Management and Consultancy Practice at U.S. Trust, Bank of America Private Wealth Management. In this role, she is responsible for leading a team of investment and wealth strategy professionals for the West and Central South divisions in their delivery and execution of investment capabilities and solutions within U.S. Trust wealth management services and across Bank of America. She is a member of the Fiduciary Investment Committee and the U.S. Trust Investment Strategy Forum. DeAnne is a contributor to the investment thought leadership publications and drives the top of the house investment thinking for U.S. Trust.
Prior to joining U.S. Trust, DeAnne co-managed a mutual fund and appeared on Bloomberg and Reuters Television, in addition to serving in various trust and investment positions in New York and the western United States. She has written, co-authored and contributed to articles for various publications.
DeAnne earned her Masters Degree in Business Administration from UCLA Anderson School and her Bachelor of Arts in English and Political Science from UCLA. She holds the Chartered Financial Analyst® (CFA®) and Chartered Alternative Investment Analyst (CAIA®) designations. She is a member of the CFA® Institute and CFA® Society of Los Angeles. DeAnne has been a speaker at various economic and market insights events and is a major supporter of Women in Wealth and Next Generation topics.