Baltimore MARYLAND

(410) 864-2640 Contact Number

650 South Exeter Street, Suite 910

Baltimore, MD 21202

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Meet our team in Baltimore

In Baltimore, we bring personalized financial guidance to a city where innovation and industry shape opportunity. 

Let’s chart your course in Maryland

We’re here to help you achieve all you envision, with support for every stage of your financial life.
Connect with our team
Our Baltimore team does much more than manage wealth; we aim to add value to your life. With an understanding of Maryland’s dynamic spirit and diverse opportunities, our specialists can open doors to new possibilities and develop strategies tailored to your unique goals. Whether you’re focused on growing, preserving or transferring your wealth, we’re here to guide you every step of the way, with strategic guidance and personalized service.
 
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Planning and advice that grow with you

Taking a holistic view of your lifestyle and wealth goals, a handpicked team of specialists from across the firm will partner with you to build a comprehensive plan shaped around your unique needs. With a legacy of serving some of the world’s most prominent individuals and families across generations, we can craft strategies informed by data-driven research and a deep understanding of your world.
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Lending strategies shaped around you

Realize your biggest ambitions with our powerful and flexible lending strategies. Whether you’re planning an acquisition, expanding real estate holdings or simply looking to access capital without disrupting your portfolio, we can help you structure credit in a way that supports your vision.
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Investing in your future

At the Private Bank, we help you craft portfolios around what matters most to you. Working closely with you to develop strategies that align with your goals, our approach is built on deep research, access to exclusive opportunities and a clear understanding of your vision. Our experienced specialists can help you invest with purpose and confidence.
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Private banking that’s powerful—and personal

Our private banking clients enjoy unmatched access to our firm’s powerful global resources, as well personalized guidance to help navigate them. For the past seven years in a row, Global Finance Magazine has named us “Best Private Bank in the World” in recognition of our unique dedication to excellence on behalf of every client.*
*Global Finance Magazine, 2026. Awards or rankings are not indicative of future success or results. Click here to learn more about third-party award selection criteria and other important information.

Local Interest

Major tax changes for Maryland: What businesses and individuals need to know
Market Manager Scott Canuel explains the impact of the “One Big Beautiful Bill Act” on Maryland’s tax landscape. The coverage details new provisions affecting business and personal finances, with insights on how clients can navigate and benefit from these changes.
Scott Canuel featured on CBS: Navigating 401(k) challenges in volatile markets
Market Manager Scott Canuel discusses strategies around navigating 401(k) accounts amid market volatility. Discover his insights on diversification and long-term planning.
Family Feb 13, 2026

The vital role prenups play in protecting family wealth

Philanthropy Nov 20, 2025

Act now: 3 key steps for your giving before tax changes take effect

Let’s build something lasting—connect with our Private Bank team in Baltimore today.