October 27, 2006 | Union League of Philadelphia
Wharton Investment Management Conference 2006Investment Management

Wharton Investment Management Conference 2006

Panelists: Keynote – Business of Investing

Frances Aldrich Sevilla-Sacasa
President
U.S. Trust

Frances Aldrich Sevilla-Sacasa is President of U.S. Trust Corporation and a member of the Executive Committee of The Charles Schwab Corporation. Founded in 1853, U.S. Trust is a leading wealth management company that provides wealthy individuals, families and institutions across the country with innovative planning, investment management, fiduciary and private banking solutions. U.S. Trust, which is headquartered in New York City and serves clients nationwide in 33 offices throughout the United States, has $155 billion in total client assets as of June 30, 2006.

Frances joined U.S. Trust in November 2005, from The Citigroup Private Bank, where she held positions as president of Latin America Private Banking, president of Europe Private Banking and head of the Global Wealth Structuring business.

Prior to joining The Citigroup Private Bank, Frances was managing director of Deutsche Bank’s Latin America Private Banking unit and president of Bankers Trust International Private Banking Corporation, where she spent a significant amount of her career in private banking. She also worked in the securities industry at Lehman Brothers. Frances has 28 years of experience in financial services, 23 of them in global wealth management which began in 1983 when she joined Banker’s Trust private bank.

Frances holds a B.A. from the University of Miami and an M.B.A. in international management from Thunderbird – The Garvin School of International Management.

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Lead Sponsors:

Fidelity

Goldman Sachs

UBS

Additional Sponsors:

Barclays Global Investors

The Capital Group

Legg Mason

Lehman Brothers

MFS

T. Rowe Price

Wellington Management