Srilatha Lakkaraju

Vice President, Senior Philanthropic Client Manager 

Serve as investment manager, co-trustee and sole-trustee for ~$700M in charitable giving assets within private foundations, corporate giving programs and charitable trusts, and provide philanthropic expertise and fiduciary oversight to high net worth clients regarding their charitable accounts and investment management portfolios. Ensure operational compliance with trust documents, Internal Revenue Service and U.S. Trust’s charitable guidelines. Develop relationships with key stakeholders and high net worth clients to develop new foundation business. Chair distribution committees for charitable giving in the Chicago and St. Louis markets by leading the charitable giving strategy of sole trustee and sole discretion trusts to accomplish the charitable mission of the trust.  Advise thought leadership committee on operational improvements of client communication, charitable giving strategies and collaboration with internal partners to better administer charitable trusts and private foundations.