Kenneth R Russell

Managing Director - US Trust, Market Director

Professional Profile

Kenneth Russell is a Private Client Advisor and Market Director with U.S. Trust, Bank of America Private Wealth Management based in New Haven, Connecticut. Ken works with wealthy business owners, entrepreneurs, families, and family offices to assess what they want from their wealth and deploy their resources more effectively. Ken helps clients navigate significant crossroads in their financial lives. He provides insight garnered over three decades in serving ultra-affluent clients. Ken recognizes that wealth creators want straightforward thinking, direction, and strategy. He leverages his own knowledge and experience while channeling the expansive offerings of U.S. Trust to create personal, practical, and thoughtful wealth management guidance and implementation.

Ken advises private business owners and entrepreneurs about pre- and post- transaction planning, encompassing investment, wealth transfer, and philanthropic initiatives. Ken assists clients in examining both sides of their balance sheets, spearheading customized credit and lending, as appropriate. Ken also helps affluent clients be effective stewards of their wealth, transferring values and ethics to the next generation through education and outreach.

Prior to joining U.S. Trust, Ken was President of the New England Region for GenSpring Family Offices, where he directed investments, governance, financial planning and next-generation education for wealthy families. Ken worked for eleven years with JPMorgan Chase and its predecessor firms, where he served as Managing Director in the Private Bank, head of the Closely Held Business Group, and established and led the Professional Sports Finance Group within the Private Bank. Ken’s career also includes tenures with Citigroup’s Private Bank and Webster Financial Advisors.

Ken earned his M.B.A. in Finance from New York University’s Leonard Stern School of Business and his B.A. in Economics from Rutgers College.

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Nicholas P Finkle

Portfolio Manager

203.752.4877

Carol P Augur

Senior Trust Officer

203.752.4815

Paul A Veiga

Private Client Manager

203.752.4837

Richard P Cella

Senior Trust Officer

203.752.4810

Laurence W Ayers

Portfolio Manager

203.752.4878

Jack Cockerill

Portfolio Manager

203.752.4948

Key Contacts

Barbara Freeman

203.752.4814

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

You don’t define your wealth by numbers alone, but also by the opportunities it provides. For more than 200 years, U.S. Trust has helped clients navigate the complex challenges of managing significant wealth. We draw on U.S. Trust’s personalized approach and private banking services, as well as the resources of Bank of America Corporation, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At U.S. Trust, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.