Samuel Gottesman is a Managing Director and Market Executive for the greater Washington D.C., Maryland and Virginia markets at U.S. Trust. Sam is responsible for the overall performance and client outreach within the markets, helping to ensure that U.S. Trust Advisors and Associates deliver an exceptional experience to the individuals, families, and institutions they serve.
Sam oversees the unified delivery of multiple wealth management disciplines: investment management, trust and estate planning services, credit and lending, and philanthropy. He channels resources, advocates for client needs, and enhances team effectiveness by harnessing the strengths and capabilities of Advisors and Specialists throughout the bank. Attuned to the complexities and nuances of significant wealth, Sam fosters a client-focused ethic that is grounded in customization. He oversees hiring within the markets, seeking to attract and retain premier talent to advance client priorities.
Sam has more than three decades of financial services experience. Prior to joining U.S. Trust, he was Managing Director and Market Manager at J.P Morgan Private Bank in Washington, D.C. Previously, he was Chief Investment Officer for Mizuho Alternative Investments, LLC, a wholly owned subsidiary of Mizuho Corporate Bank, where he was a member of the Management and Investment Committees. Sam also served as the Chief Operating Officer for Blaylock and Company, a leading minority-owned investment bank in the U.S., where he directed front and back-office functions within the company. Sam has help senior leadership roles in management and trading with Commerzbank, Bear Stearns, Merrill Lynch, and Drexel Burnham Lambert. He began his career at Goldman Sachs.
San earned his M.B.A. from the State University of New York at Buffalo.