Mr. Finley has spent nearly 25 years in wealth management, providing comprehensive advice to ultra-high-net-worth families, endowments, and foundations. He is currently a Managing Director at U.S. Trust. Prior to a brief stint at Deutsche Bank, Mr. Finley spent 13 years at JPMorgan Private Bank. Prior to his career at JPMorgan, Mr. Finley practiced law with Milbank, Tweed, Hadley & McCloy and Kirkland & Ellis. He is a frequent lecturer and author on wealth management and is on the editorial board of Trusts & Estates magazine.