Michael J Tortora

Managing Director - US Trust, Private Client Advisor

Professional Profile

Michael Tortora is a Managing Director and Private Client Advisor at U.S. Trust. Based in Glen Rock, New Jersey, he leads a team of advisors in Northern New Jersey supporting the needs of high-net worth and ultra-high-net worth individuals and families. Before joining Bank of America in 2004, he served at Fleet Bank for two years and before that as a Senior Vice President and Financial Representative for Fidelity Investments for seven years. He received his Bachelor’s degree from Rutgers University.

Michael has more than two decades of experience counseling clients. He understands that they are unique and he develops a tailored wealth management plan to help them meet their needs and objectives. Michael’s outlook is to proactively listen to clients and access the extensive resources of the U.S. Trust® platform in order to provide comprehensive guidance as well as day-to-day banking, trust, estate and philanthropic services. He believes that building strong relationships is the foundation of what he does and he concentrates on matching client’s vision with their circumstances, particularly around asset preservation strategies.

Michael is an actively involved member of his community, He serves on the Honorary Board of Eva’s Village, a non-profit in Paterson, New Jersey that helps provide food, medical care and shelter for people without permanent homes.

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

Maryann P Lyon

Private Client Manager

201.251.5403

Key Contacts

Winifred D Gleason

201.251.5413

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.