Roberta Anne Hatch

Managing Director, Senior Trust Officer

Professional Profile

Roberta Hatch,  is a Senior Trust Officer who joined Bank of America Private Bank (formerly U.S. Trust) in December 2009.  Roberta has many years of experience as a fiduciary administrator and financial advisor to high net worth individuals and families.

Prior to joining Bank of America Private Bank, Roberta was a Wealth Manager with JPMorgan in New Canaan, CT.  Prior to that, she practiced law, primarily in the areas of trusts and estates and family law.

In her current role,  Roberta administers and advises on many different types of trusts.  She works closely with other team members in the areas of investments, banking, philanthropy, and wealth planning to ensure that  fiduciary solutions are appropriate to clients’ overall financial goals.

Roberta is a graduate of Wheaton College and received an M.A. from New York University’s Institute of Fine Arts.  She has also received a J.D. from the University of Bridgeport School of Law, summa cum laude, and an LL.M. in Taxation from New York University School of Law.  Roberta has been named as one of the Top Financial Advisors in Connecticut for 2008 by Connecticut Magazine  and one of the Top 1,000 Financial Advisors in the U.S. by Barrons Magazine, February 2009.

Note: Roberta does not provide legal or tax advice in her role at Bank of America Private Bank.

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