Marshall B McLean

Private Client Advisor

Institutional Client Advisor

Professional Profile

Marshall McLean is a Senior Vice President and Private Client Advisor with U.S. Trust in New York. Marshall works with a select group of clients who have sophisticated financial needs. He provides guidance to owners of closely-held businesses, entrepreneurs, executives, and their family members, designing strategies and initiatives that reflect their unique goals, challenges, and aspirations.

Marshall assembles and leads a team of U.S. Trust® specialists, each of whom brings in-depth insight in a particular wealth discipline: investment management, trust and estate planning services, credit and lending, family office services, and philanthropy. An experienced team leader, Marshall is skilled in leveraging the talents of the broader enterprise to help advance tailored objectives.

Prior to joining U.S. Trust, Marshall served as a corporate transactional attorney, navigating critical transitions on behalf of business owners and their families. He is experienced in multiple aspects of the corporate lifecycle, including the sale or transfer of multi-generational businesses, succession strategies, and wealth transfer initiatives. His previous firms include McCarter & English in Newark and Reed Smith in Princeton and Manhattan. 

Marshall earned his J.D. from Washington and Lee University School of Law where he was Lead Article Editor for the Journal of Civil Rights and Social Justice.  He received his B.A. from Bowdoin College, where he was captain of the lacrosse team.  

Marshall serves on a number of nonprofit boards including the Greater Newark LifeCamp, the Newark Museum, the Land Conservancy of New Jersey, and the Somerset Hills Country Club.  He is also board president for GRID Alternatives New York Tri-State, an organization that brings solar technologies to underserved communities throughout New York, New Jersey and Connecticut.  

 *In his role at U.S. Trust, Marshall does not provide legal advice.

 

Key Contacts

Vincent M Esser

609.734.7720

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.