Uday Shah is a Senior Vice President and Private Client Manager with U.S. Trust, Bank of America Private Wealth
Management. Uday specializes in helping high net worth families and individuals manage their finances. He has been
with U.S. Trust for over 16 years and has been providing a wide variety of wealth management services, including an
emphasis in fiduciary planning and administration, as well as lending expertise.

Prior to joining U.S. Trust, Uday worked as a Financial Consultant at Bank of America in Atlanta, GA and prior to that, as a
financial representative at Northwestern Mutual. Before entering the financial services industry, Uday used his
leadership skills to coach track and field and cross country at the Olympic and Division I Collegiate level.

Uday received a B.A. from the University of North Carolina, Chapel Hill and completed his M.B.A. with a concentration in
finance from the Moore School of business at the University of South Carolina. Uday holds the CERTIFIED FINANCIAL
PLANNER™ (CFP®) certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL
PLANNER™ in the U.S