Keith Banks President U.S. Trust, Bank of America Private Wealth Management

Keith Banks
President
U.S. Trust, Bank of America Private Wealth Management

KEITH BANKS is president of U.S. Trust, Bank of America Private Wealth Management,
which provides integrated investment, trust, banking and lending services to wealthy and
ultra-wealthy clients. He also oversees Global Wealth & Investment Management
Banking, which delivers a broad range of customized banking, credit and lending solutions
to help meet the needs of high-net-worth and ultra-high-net-worth individuals, and BofA
Global Capital Management, which offers money market funds, offshore funds,
customized separate accounts and sub-advisory services to institutions and high-net-
worth individuals. Banks is a board member of the Bank of America Charitable
Foundation, and he sits on Bank of America’s Chief Executive Officer’s Operating
Committee and Global Diversity & Inclusion Council.

Banks previously served as president of Global Private Client, Institutional and Investment
Management for Bank of America. This business included U.S. Trust, Institutional
Retirement & Philanthropy, Alternative Investments Asset Management and Columbia
Management.

During his career at Bank of America, he also served as president of Global Wealth &
Investment Management and president and chief investment officer of Columbia
Management. He joined Bank of America in 2004, following FleetBoston Financial’s
merger with Bank of America. Prior to this, Banks held the roles of CIO and CEO of
FleetBoston Financial’s asset management organization after joining the company in
2000.

Prior to joining FleetBoston, Banks was a managing director and head of U.S. equity for JP
Morgan Investment Management. During his 16-year career at JP Morgan, Banks also
served as global head of equity research, head of U.S. equity research and a portfolio
manager, and equity research analyst for the chemical and textile industries, which was
his first role at the firm when he started in 1984. Banks began his investment career as an
equity analyst at Home Insurance in 1981.

Banks earned his bachelor’s degree in economics, magna cum laude and Phi Beta Kappa,
from Rutgers University and his MBA degree in finance from Columbia Business School.
He is a Chartered Financial Analyst and a member of the American Bankers Association
Investment Advisory Committee. Banks sits on the Rutgers University Board of
Overseers, Board of Advisors of Columbia University Medical Center and Columbia
Business School Board of Overseers. He is also a member of the Board of Directors of
Lincoln Center and is a Director of the Police Athletic League of New York.

Joseph P. Quinlan
Managing Director and Chief Market Strategist
U.S. Trust, Bank of America Private Wealth Management

JOSEPH QUINLAN is managing director and chief market strategist at U.S. Trust. In
this role, he provides economic and market insights and executes the firm’s overall
investment strategy, both domestically and globally which is frequently cited in such
media venues as Barron’s, The Wall Street Journal, The New York Times and the
Financial Times. With many years of financial services experience, he previously
served as a senior global economist/strategist for Morgan Stanley and started his
career at Merrill Lynch.

Joe regularly debriefs policy makers and legislators on Capitol Hill on global trade and
economic issues. He has testified before the European Parliament. He is also a board
member of Fordham University’s Graduate School of Arts and Science and serves on
Fordham University’s President Council.

He is the author, co-author, or contributor to 11 books. He has published more than
125 articles on economics, trade and finance that have appeared in Foreign Affairs,
the Financial Times, The Wall Street Journal and Barron’s. He regularly appears on
CNBC, as well as Bloomberg television, PBS and other media venues. He has earned
his BA in Political Science/International Affairs from Niagara University and MA in
International Political Economics and Development from Fordham University.

Jason T. Baron
Managing Director
Head Portfolio Manager of Social Investment Strategies
U.S. Trust, Bank of America Private Wealth Management

JASON BARON is the head portfolio manager for Social Investment Strategies at U.S.
Trust. He is the creator of U.S. Trust’s “Socially Innovative Investing” suite of
products, serving clients across asset classes including domestic equities and
domestic taxable corporate fixed income. Jason is a publishing member of the CIO’s
Thought Leadership Team where he writes on topics of ESG and sustainability. He is a
frequent guest lecturer on sustainability and social investing topics including at the
Sloan School of Management at MIT, the Harvard Kennedy School, The Yale School of
Management, SOCAP, SRI in the Rockies, the Family Office Exchange, Wall Street
Without Walls, the Milken Institute and the Aspen Ideas Festival and others. Since
joining U.S. Trust in 2010, Mr. Baron has brought to U.S. Trust the ability for
institutional and high-net-worth clients to align their investment portfolios with their
values, while seeking a comparable market rate of return.

Prior to joining U.S. Trust, Jason served as the group head for the Community
Investing Team at Lehman Brothers and later Barclays Wealth Management, where
he was responsible for the design and implementation of socially responsible and
mission-oriented investment products. He began his career as an equity analyst
covering the diversified financial sector at Keefe Bruyette & Woods in their Hartford,
CT office and was a member of the Wall Street Journal’s “Best on the Street” team in
2003.

Jason earned his B.S. in business administration from Georgetown University’s
McDonough School of Business in Washington DC where he served as a 1789
ambassador and his M.B.A. from Yale University’s School of Management where he
focused on investment management and strategic philanthropy.

He is a member of the Hitachi Foundation’s investment committee and general Board
of Directors, and previously served as Vice Chairman and Treasurer of The City
School, a Boston based non-profit focused on education.

Ann Limberg
Head of Philanthropic Solutions and the Family Office
U.S. Trust, Bank of America Private Wealth Management

ANN LIMBERG is Head of Philanthropic Solutions and the Family Office for U.S. Trust. She
directs the provision of strategy, services and outreach within these dual areas, advancing
their synergy and aligned objectives across the wider organization.

As Head of Philanthropic Solutions, Limberg oversees strategic, fiduciary, and
administrative services to help individuals and families grow, manage and preserve
philanthropic capital. She also leads U.S. Trust’s direct engagement with nonprofit
organizations, facilitating mission fulfillment and organizational stability through
investment policy, governance, board and staff education, and development.

As Head of the Family Office, a specialty practice within U.S. Trust, Limberg oversees a
suite of integrated offerings for multi-generational families with complex needs. Working
in concert with a family’s advisors, the practice offers integrated financial strategy,
investment consulting, fiduciary and administrative services, and cross-generational
educational initiatives designed to foster sound stewardship and effective wealth
preservation and transfer.

Limberg has worked at Bank of America since 2004, taking on increasing responsibilities
within the firm. Her previous roles include Northeast Division Executive for U.S. Trust,
where she oversaw client outreach and wealth management strategy across 20 offices in
nine states, and Regional Executive, where she led the New Jersey, Pennsylvania, and
Delaware offices of U.S. Trust. Concurrent with her Regional Executive role, Limberg
served as New Jersey state president for Bank of America. Limberg’s career also includes
senior leadership positions with Fleet Boston Financial, NatWest and Citibank.

Limberg has garnered a number of professional and civic honors. Irish America magazine
recognized her as a Wall Street 50 honoree. Other honors include NJBIZ’s 50 Most
Powerful Nonprofit Board Members in New Jersey, the United Way’s Women United in
Philanthropy Award, The American Conference on Diversity’s Humanitarian Award, the
Executive Women of New Jersey’s Salute to the Policy Makers, and NJBIZ’s New Jersey’s
Best 50 Women in Business and Top 25 Women of Influence.

Passionate about philanthropy, Limberg holds a number of leadership roles within the
wider community. She serves on the board of trustees of the New Jersey Performing Arts
Center, The Valley Hospital, Macaulay Honors College Foundation, and Bergen County’s
United Way. In addition, Limberg is a member of the City University of New York’s
Business Leadership Council and the Committee of 200, an organization of leading
women executives dedicated to fostering growth and increasing opportunities for women
entrepreneurs and corporate leaders worldwide.

Limberg received her B.A. in humanities with a minor in business administration from the
State University of New York at Stony Brook. She has also completed executive education
through the Cannon Trust School.

Jackie VanderBrug
                                               Senior Vice President and Investment Strategist
                                               U.S. Trust, Bank of America Private Wealth Management

                                               JACKIE VANDERBRUG, Senior Vice President and Investment Strategist, is responsible for
                                               the strategy and support of impact investing at U.S. Trust. A member of the CIO’s
                                               Thought Leadership Team and co-chair of the Impact Investing Council, Jackie brings a
                                               broad array of experiences including entrepreneur, analyst and strategy consultant.

                                               Jackie led the development of the emerging field of gender lens investing as a founder of
                                               the Women Effect Investments initiative. As Managing Director at Criterion Ventures, she
                                               was instrumental in the establishment of the pioneering social investing fund, Good
                                               Capital. She led Business Development at iBasis, growing the global VOiP firm through a
                                               successful IPO and cofounded WORK IN PROGRESS, a non-profit social enterprise. Her
                                               understanding of the interrelated aspects of social change was first formed as a domestic
                                               policy analyst for the U.S. Congress and she formed her strategy skills while as a
                                               management consultant for CSC Index.

                                               Jackie serves on the Advisory Boards of the Opportunity Collaboration, The International
                                               Council for Research on Women, and the Trustees of the Donations. She received her
                                               M.B.A from the Ross School of Business at the University of Michigan and her B.S. in
                                               Mathematics from Calvin College.

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