Edward J. Finley II

J. Finley II
Managing Director and Private Client Advisor,
U.S. Trust, Bank of America Private Wealth Management

Edward Finley is a Managing Director and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management, in New York. Ed leads the design and development of tailored financial strategies for a select group of families, endowments, and foundations. He orchestrates thoughtful initiatives in investment management, trust and estate planning services, wealth strategy, family office services, banking, and philanthropy, integrating the insights and experience of a team of in-house specialists. As the lead relationship manager, Ed works closely with clients to facilitate informed decision-making and active stewardship of wealth.

Ed has worked in wealth management since 1991. Prior to joining U.S. Trust, Ed spent thirteen years with J.P. Morgan Private Bank in New York, where he was a Managing Director and Senior Banker consulting to high net worth families, closely held businesses, charitable foundations and non-governmental organizations. He began his career practicing law with Milbank, Tweed, Hadley & McCloy, and Kirkland & Ellis, where he focused on domestic and international trust and estate planning services. His career also includes a tenure with Coblentz, Patch, Duffy & Bass LLP, where he advised families on wealth strategy and estate administration.

Ed is an adjunct Professor at the University of Virginia, McIntire School of Commerce, where he teaches the advanced quantitative finance seminar in investment management. He is a frequent lecturer and author on wealth management issues and serves on the editorial board of Trusts & Estates  magazine.

Ed earned his B.A. from the University of Virginia and his J.D. from the University of Chicago.* He lives in New York City with his husband and two children.

*In his role at U.S. Trust, Ed does not provide legal advice.

The Long and Winding Road 
In 2016, economic conditions aren’t expected to change meaningfully as the world watches the U.S. presidential election unfold
Time to Bounce Back? 
Looking forward to 2015, anyone waiting for improving economic growth in the United States will be doing so for a long time.
Building Portfolios Inside PPVAs and PPLI 
Andrew N. King & Edward J. Finley II discuss some useful metrics for evaluating your clients' private placement portfolios
An Advisor’s Guide to Frozen Cash Value Life Insurance 
Mike Cohn & Edward J. Finley II discuss a new type of private placement product
Socially Responsible Investing 
Edward J. Finley II & Andrew N. King discuss how socially responsible investing can be beneficial for your wallet and your soul
Uncertainty Continues to Reign Supreme 
Members of the Trusts & Estates Investment Committee had their annual meeting to discuss the significant developments in 2012 and how the market will play out. Participating were Edward J. Finley II, Elizabeth K. Miller, Andrew M. Parker and Gregory D. Singer. Here are their thoughts
Private Placement Variable Annuities 
Edward J. Finley II & Michael Liebeskind discuss this potentially powerful tax planning tool
Private Equity 
Edward J. Finley II discusses the merits of private equity investments for trusts and families in the current market
Review by: Edward J. Finley II 
AUTHOR: John H. Langbein, Sterling Professor of Law and Legal History, Yale Law School, New Haven, Conn. Article : “Burn the Rembrandt? Trust Law’s Limits on the Settlor’s Power to Direct Investments,” 90 B.U. L. Rev. 375 (2010) View PDF of article. In ...
Clients Cashing Out? 
What do clients do with the cash when they receive large cash payments from, say, the sale of a business or a significant asset, such as a house or a
Going to Live Abroad 
Increasingly, many clients are spending time outside their home countries. Maybe it's to get a start-up off the ground. Maybe it's to retire. Some are
Local Solutions, Global Impact 
If there was a theme in international estate planning in 2006 it might be local is global. Countries (principally in Europe) made changes that were largely
Inheriting from Abroad 
Over the years, planners have found several techniques useful in helping non-U.S. families pass wealth to the next generation: offshore personal investment
Strangi's Stranglehold On Offshore Planning 
In the months since the Tax Court's decision in Estate of Strangi v. Commissioner (Strangi II) much has been written about its impact on estate planning,
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