Edward (Ted) Henderson

Managing Director, Private Client Advisor

Professional Profile

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
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Andrew C Kosche

Portfolio Manager

646.556.4398

Jason (Jay) Levine

Portfolio Manager

212.852.3662
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Mitchell A Drossman

National Wealth Planning Solutions Executive

212.852.2340

Michael Josephs

Wealth Strategies Director

212.852.2347
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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
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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.