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William Andrew Russell

Senior Vice President, Private Client Advisor

Professional Profile


Our team provides expertise in Business Owner's Advisory Services, Family Office, Foundation & Endowments Advisory -  Investment Management & Credit Solutions.  We are adept in multi- generational wealth planning and Family Business Succession Planning.  Our range of services are both deep and broad ranging from,  traditional Asset Management to Specialty Asset Management,  including such things as,  Timberland,  Private Aviation and Art services, including Investment Banking and Mergers & Aquisitions services.

Please do not hesitate to contact us anytime with questions or comments.

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

Michelle Betance Fries

Private Client Manager

312.521.4995
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George H Sharrar

Trust Officer

312.828.4976
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Dana Ayn Madden

Senior Trust Officer

312.521.4826
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Sally L Venverloh

Wealth Strategies Advisor

312.828.8056
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Steven A Stein

Portfolio Manager

312.828.7301
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Andrew Rice

Portfolio Manager

312.828.3556

Key Contacts

Sherry A Muskat

312.828.8531

Joyce M Logan

312.828.3568

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.