Alexandra Masterson

Senior Vice President, Senior Trust Officer

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Professional Profile

Alexandra Masterson is a Senior Vice President and Senior Trust Officer with Bank of America Private Bank in Newport Beach, California.  Alex joined the Bank in 2014 after earning her law degree. Alex is committed to helping families grow, preserve, and transition their wealth to future generations.  She provides access to an assortment of resources, including investment management, estate planning advice, wealth planning, trust administration, and partnering with other specialists.  

Prior to Law School, between 2008 and 2010 she worked for the California Department of Transportation, obtaining private property rights for state roadway projects.

While in law school, she discovered a passion for trusts and estates work. She joined Bank of America Private Bank (formerly U.S. Trust), since she was well aware that U.S. Trust was a fiduciary which offered extensive trust services to clients.

 
Alex enjoys the relationship with her client families, and particularly works to share the experiences of other clients as instructive ways in which her clients might structure their wealth and provide for their legacy.

Alex received her J.D., cum laude, from the University of California, Hastings College of the Law, and was admitted to the California State Bar in 2013.  She earned her B.A. in economics from the University California, Davis.    

Outside of work, Alex is focused on raising two young sons (ages 1 and 4) and enjoys participating in their swimming and seeing their fascination with construction trucks.

 


Note: Alexandra does not provide legal or tax advice in her role at the Private Bank.

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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.