William E Madden

Vice President, Private Client Advisor

Professional Profile

William Madden is a Vice President and Private Client Advisor with U.S. Trust in Boston. He leads a team of specialists in wealth structuring, investment management, trust and estate planning services, credit strategies and philanthropy. He provides customized offerings to individuals, families and institutions to help them grow, preserve, and transfer their wealth effectively.

Bill focuses his approach by gaining a detailed understanding of the unique circumstances and goals of each client. He works closely with entrepreneurs, venture capital and private equity principals, senior business leaders, and their family members to identify and anticipate opportunities to deploy their wealth more efficiently. Thorough and hard-working, Bill prides himself on marshaling the extensive resources available to U.S. Trust® clients and leveraging those specific resources that align with clients’ individual needs and preferences.  The result is a holistic approach that is customized for each client.

Prior to joining U.S. Trust, Bill worked in Private Wealth Management at Goldman Sachs in Boston. His experience also includes tenures with Fidelity Investments, where he was a Director of an internal consulting team, and McKinsey & Company, where he provided strategic consulting to Fortune 100 companies. Bill began his career as an officer in the United States Marine Corps, serving as a Captain, and Platoon Commander in the infantry and reconnaissance fields.

Bill earned his undergraduate degree from Harvard College, where he was a walk-on and Varsity letter-winner in both football and baseball. He also holds an M.B.A. from Tuck School of Business at Dartmouth.

Bill has completed more than 20 marathons, 6 Ironman Triathlons, and a number of endurance competitions including Spartan Races and Tough Mudders. In his free time, he enjoys volunteering as a coach for his children’s sports teams.

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

Irial O Neill

Private Client Manager

617.434.5203

Key Contacts

Waqas Ali

617.434.5107

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.