Joseph F. Danowsky
500 Campus Drive
Florham Park, NJ 07932
Office of Supervisory Jurisdiction
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Glen Rock, NJ 07452
Joseph F. Danowsky is a Managing Director and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management. Joe works with high net worth clients throughout the United States in directing integrated wealth management strategies. Joe draws on more than 25 years of experience in wealth management, capital markets and law to help clients discern opportunities, evaluate decisions and reconcile simultaneous objectives. He has particular depth in advising senior corporate executives, entrepreneurs and private equity and venture capital principals concerning the efficient management and deployment of stock wealth. Joe also directs a suite of lending services for executives and high net worth individuals, including loans secured by hedge fund assets and works of art, as well as aircraft and yacht financing. He leads a team of U.S. Trust specialists who have in-depth knowledge in multiple disciplines: investment management, trust and estate planning services, lending through Bank of America, N.A., family office services and philanthropy.
Prior to joining U.S. Trust, Joe was a Managing Director and Head of the Strategic Solutions Group for Barclays Wealth Americas. Previously, he held a similar role at J.P. Morgan Securities. Joe worked for more than two decades at Bear, Stearns & Co., where as a Senior Managing Director he helped to establish the Advisory Services/Wealth Management Group. He began his Bear Stearns career in the Legal Department, where he rose to Managing Director. Joe launched his professional career at a major Philadelphia law firm.
Joe earned his J.D. from Harvard Law School and his B.A. in Economics from the University of Pennsylvania, where he graduated Summa Cum Laude and Phi Beta Kappa.
Note: Joe does not provide legal advice in his role at U.S. Trust
U.S. Trust has been helping generations of families manage wealth for more than 200 years. We are dedicated to guiding clients in helping to meet their unique needs through an integrated team approach.
Your U.S. Trust® advisor works closely with you to establish a wealth management plan to help meet your lifestyle, family, business and philanthropic goals. In addition to a dedicated advisor, your team can include a private client manager, portfolio manager and trust officer plus a variety of professionals to suit your particular situation.
You may require a comprehensive wealth strategy that includes investment management or careful advice on trusts, estate and tax planning and philanthropic endeavors. As a private bank, we balance a boutique client experience with access to our extensive array of resources as appropriate. Those include customized credit and banking offerings as well as traditional, specialty asset, and alternative investment solutions.
At U.S. Trust, our advisors bring more than just experience, global perspective and resourcefulness to wealth management. They take the time to listen and learn about you and your family before creating customized strategies that aim to meet your needs, goals and best interests now and in the future.
It is not just about managing your wealth, it is also about managing your worth.
LEARN MORE ABOUT MY TEAM*
*These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change.