Ed Finley has spent nearly 25 years in wealth management providing ultra-high-net-worth families, endowments and foundations with comprehensive advice.
Prior to a brief stint at Deutsche Bank, Mr. Finley spent 13 years at JPMorgan Private Bank, where he was a Senior Banker and Managing Director and, before that, a senior wealth advisor.
As a wealth advisor he specialized in developing strategies for holding, managing, and transferring wealth tax efficiently and across borders and across generations. Mr. Finley also has expertise in wealth planning for closely held businesses. He has also advised many charitable foundations and NGOs on their international philanthropic activities.
Prior to his career at JPMorgan, Mr. Finley practiced law with Milbank, Tweed, Hadley & McCloy and Kirkland & Ellis, where he focused on U.S. and international trust and estate planning, in addition to not-for-profit organizations. He also practiced law with Coblentz, Patch, Duffy & Bass LLP, where he advised families on wealth planning and estate administration.
Mr. Finley is an adjunct Professor at the University of Virginia, McIntire School of Commerce, where he teaches the quantitative finance capstone in investment management. He is a frequent lecturer and author on wealth management issues and is on the editorial board of Trusts & Estates magazine.
He holds a B.A. from the University of Virginia and a J.D. from the University of Chicago. He lives in New York City with his husband and two children.