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.
Edward J. Finley II
Lecturer of Commerce, General Faculty; Assistant Director, Center for Investors and Financial Markets
J.D., University of Chicago
B.A., Economics, University of Virginia
Areas of Expertise:
Tax and Estate Planning
Business succession planning