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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.

https://www.summitplacefinancial.com/SummitPlace/leadership.php

Elizabeth K. Miller is founder and head of Summit Place Financial Advisors, LLC., which was established to provide personalized asset management and a boutique family office experience to successful families and individuals. Previously she was a principal owner of Trevor Stewart Burton & Jacobsen Inc., where she led the firm’s equity research activities and the investment committee’s stock selection. Ms. Miller started her career as a mergers and acquisition and proprietary trading analyst for the First Boston Corporation. Ms. Miller is a member of the Alumni Board of Governors for the Sphinx Society of the University of Pennsylvania, a past member of the Board of Trustees for the New York Society of Security Analysts (CFA Society New York) and a past chair of the Private Wealth Management Committee there. She also served on the Private Wealth Advisory Committee for CFA Institute, which helped provide global leadership in identifying the industry’s priorities and setting an educational agenda for private wealth professional excellence. Each summer, she joins the faculty of the Chautauqua Institute Special Studies Program, in wealth management. She has been a guest of CNBC, Reuters, BNN, Bloomberg, and Businessweek TV and may be heard on Bloomberg radio and Dow Jones’ Marketwatch. Ms. Miller received a BS in economics from the Wharton School at the University of Pennsylvania and an MA from Columbia University.