Edward (Ted) Henderson

Managing Director, Private Client Advisor

Professional Profile

Ted Henderson is a Managing Director and Private Client Advisor with Bank of America Private Bank in Greenwich, Connecticut. Ted works closely with high-net-worth individuals, families and institutions, tailoring their investment strategies to their wealth-transfer goals, tax circumstances, and overall objectives.* He has extensive experience catering to the needs of Fortune 500 CEOs, entrepreneurs, venture capitalists, private equity principals, deferred compensation plans, as well as foundations and endowments. 

Ted selects and leads a team of specialists with in-depth knowledge of investments, trust and estate planning, wealth strategy, philanthropy, family office services, banking and lending. He oversees the design and implementation of customized initiatives, monitoring and adjusting for changes in family situations, life events, governance needs and investment-policy restructuring. A veteran advisor, Ted is skilled in supporting strong stewardship in successive generations, facilitating ongoing financial education and robust communication. He is also adept in balance sheet review, helping clients structure and deploy their wealth more purposefully and efficiently.

Prior to joining the Private Bank in 2014, Ted was a Senior Wealth Strategist with Northern Trust in New York for more than eight years. Previously, he served as a Partner and Chief Operating Officer with Robbins and Henderson LLC, a boutique direct access brokerage firm. His career also included tenures with Merrill and Salomon Brothers, where he consulted to institutional investors. He earned his B.A. from Georgetown University.

Ted serves on the board of The Fishers Island Development Corporation. He is a past president and former board member of The Greenwich Leadership Forum and a former board member of The Fishers Island Recreational Foundation and The Tokeneke Association.

Ted and his wife Wendy have been married for more than 27 years and have three children.

* In his role at Bank of America Private Bank, Ted does not provide tax advice.

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

Andrew C Kosche

Portfolio Manager

646.556.4398

Jason (Jay) Levine

Portfolio Manager

212.852.3662

Mitchell A Drossman

National Wealth Planning Solutions Executive

212.852.2340

Michael Josephs

Wealth Strategies Director

212.852.2347

Javier Romero

Private Client Manager

646.556.4185

Aaron P Shamshoian

Wealth Strategies Advisor

212.852.2315

Paul A. Ferrara

Wealth Strategies Advisor

212.852.2817

Mary Wall

Wealth Strategies Advisor

203.930.7296

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 A 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

For more than 200 years, Bank of America Private Bank (Private Bank) has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, 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 Bank of America Private Bank, 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.