Edward (Ted) Henderson

Retired Managing Director at Bank of America Private Bank

Edward (Ted) Henderson, associated with the LinkedIn profile edward-ted-henderson-16b772a, is a retired financial professional who had a distinguished career in wealth management. Here are some key points about his background and experience:

Role and Retirement

Ted recently retired from his role as a Managing Director and Private Client Advisor at Bank of America Private Bank, which was previously known as US Trust. He was based in Greenwich, Connecticut.1 2

Professional Experience

Managing Director, Bank of America Private Bank: Ted led teams of highly specialized professionals, managing the financial needs of high net worth individuals, families, and foundations. His responsibilities included investment management, financial strategy, tax efficiency, trust and estate planning, and philanthropy.1 2
Senior Wealth Strategist, Northern Trust: He worked here from July 2006 to October 2014.1
Partner, COO and CFO, Robbins and Henderson: He held this position from January 1997 to June 2006.1
Vice President roles: Ted also held Vice President positions at Hambrecht & Quist (1994-1996), Merrill Lynch (1990-1994), and Salomon Brothers (1986-1990).1

Client Base

His extensive client base included CEOs of Fortune 500 companies, entrepreneurs, venture capitalists, private equity and hedge fund principals, financial services professionals, and foundations and endowments.1

Education

Ted graduated from The Lawrenceville School and later earned a BA from Georgetown University.1

Responsibilities

As a Private Client Advisor, Ted oversaw the design and implementation of customized financial initiatives, monitoring and adjusting strategies to accommodate changes in tax codes, family situations, governance needs, investment policies, and life events.1