Craig Lee Walling

On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.

Part of Barclays PLC, Charles Schwab Europe is a British pound sterling brokerage business. The company is based in Milton Keynes, UK. Charles Schwab Europe was acquired by Barclays PLC from The Charles Schwab Corp. on January 31, 2003.

UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients.