Edward (Ted) Henderson

Managing Director, Private Client Advisor

Professional Profile

Edward T. Henderson (Ted) is a Managing Director and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management in Greenwich, Connecticut. Ted works with high net worth individuals, families and institutions coordinating investment management with financial strategy, tax efficiency, and planning with a client’s overall goals and objectives. His client base has included CEOs of Fortune 500 companies, entrepreneurs, venture capitalists, private equity principals, deferred compensation plans, as well as foundations and endowments.

As a Private Client Advisor, Ted leads a team of U.S. Trust® specialists with in-depth knowledge of investments, trust and estate planning, financial planning, philanthropy, family office services, and credit and lending through Bank of America, N.A. Ted oversees the design and implementation of customized strategies, monitoring and adjusting for changes in family situations, governance needs, investment policy restructuring and life events.

Prior to joining U.S. Trust in 2014, Ted was a Senior Wealth Strategist with Northern Trust in New York for over eight years. Ted moved to Northern Trust from Robbins and Henderson LLC, a small boutique Direct Access brokerage firm, where he was a Partner and Chief Operating Officer. His career also included tenures with Merrill Lynch and Salomon Brothers working with institutional investors.

Ted received his B.A. from Georgetown University. He is the former president and current board member of The Greenwich Leadership Forum, and a member of the board of trustees of The Fishers Island Development Corporation. He is a former board member of The Fishers Island Recreational Foundation and The Tokeneke Association.

Neither U.S. Trust nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

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

Megan MacDonald

Private Client Manager

203.422.5204

David M. Smith

Portfolio Manager

212.852.2350
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Andrew C Kosche

Portfolio Manager

646.556.4398
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Jason (Jay) Levine

Portfolio Manager

212.852.3662
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Mark Quilhot

Portfolio Manager

646.556.1999
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Mitchell A Drossman

National Wealth Planning Solutions Executive

212.852.2340

Michael Josephs

Wealth Strategies Director

212.852.2347
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Javier Romero

Private Client Manager

646.556.4185
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Aaron P Shamshoian

Wealth Strategies Advisor

212.852.2315
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Paul A. Ferrara

Wealth Strategies Advisor

212.852.2817

Mary Wall

Wealth Strategies Advisor

203.352.4480
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Sarah R Ziegler

Senior Trust Officer

212.852.3250

Roberta Anne Hatch

Senior Trust Officer

203.341.3211

Lauren J Rocklin

Senior Trust Officer

212.852.3974

Key Contacts

Jacqueline Almerino

203.341.3216

Ryan Anthony Mones

203.422.5212

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.