William Jesse Turley

Managing Director - US Trust, Private Client Advisor

Professional Profile

Jesse Turley is a Managing Director at U.S. Trust with over 17 years experience helping serve the complex wealth management needs of high net worth individuals and their families. A seasoned wealth manager, he has held his position at U.S. Trust since joining in 2007. Prior to that, Jesse spent six years in the insurance and derivatives business, focusing on high end planning for the wealthy.

Jesse currently serves as a U.S. Trust® Private Client Advisor running a national team with offices in Greenwich, Connecticut and Scottsdale, Arizona. In this role Jesse is a key point of contact who serves as the quarterback in the delivery of integrated guidance and service through your client team at U.S. Trust.

In 2015 Jesse received the Champion of Enactus Award from J.P. Bilbrey Chairman of Enactus and President and CEO of The Hershey Company. Enactus is a community of student, academic and business leaders committed to using the power of entrepreneurial action to transform lives and shape a better more sustainable world.  Jesse with other prominent business leaders created Family to Family which is an invitation only conference series comprised of prominent global families looking to make significant business and philanthropic impacts on the world.   Jesse has represented U.S. Trust on the Resource Council for the Family Office Association, and served for seven years as moderator for Investment Management Institute’s (IMI) Wealth Family Forum. Jesse’s community involvement has included serving on the Board of Directors for the Connecticut Yankee Council of the Boy Scouts of America. 

Jesse received his Bachelor’s degree from Arizona State University and his Master of Business Administration from University of Connecticut, with honors.

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

Robert P Goodman

Wealth Strategies Advisor

480.624.0385

Megan MacDonald

Private Client Manager

203.422.5204

Roberta Anne Hatch

Senior Trust Officer

203.341.3211

Joan G Lanius-Nichol

Portfolio Manager

203.571.5355

Key Contacts

Tanya Newman

480.624.0407

Karen Pataky

203.422.5276

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.