Ed Finley is a Managing Director and Private Banker in Deutsche Bank Private Wealth Management's New York office. In this capacity, he provides ultra-high net-worth clients with comprehensive wealth management solutions.
Mr. Finley has over 20 years of wealth management experience. Prior to joining Deutsche Bank in 2012, he was a Managing Director and Senior Private Banker at JPMorgan Private Bank, where he provided wealth management solutions to families, individuals and not-for-profit organizations. He was formerly a senior wealth advisor in Latin America, most recently covering Brazil, where he specialized in developing strategies for holding, managing and transferring wealth tax efficiently and across generations. Mr. Finley also has expertise in cross-border estate planning and wealth planning for closely-held businesses and non-marital couples. He has also advised many charitable foundations and NGOs on their international philanthropic activities.
Prior to his tenure 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 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 2 children.