Neighbor News
U.S. Trust Adds Top Talent in Florham Park As Part of NJ Expansion
Private bank hires top talent in New Jersey.
U.S. Trust, a private bank with offices in Florham Park, Glen Rock and Princeton, has significantly expanded within New Jersey and hired top industry talent to meet an increasing demand for complex wealth management in the market.
Anthony Valvo is a Managing Director and Market Executive for the Northern New Jersey market at U.S. Trust. He joined in April, leading the initiatives of Private Client Advisors and Managers within the Florham Park offices. Anthony’s primary focus is to enhance the client experience at U.S. Trust by sharing insight, channeling resources, navigating opportunities, and enhancing the overall effectiveness of Client Advisors and Managers. Anthony applies the knowledge he has gained from more than two decades in financial services to help Advisors marshal the extensive capabilities of U.S. Trust to respond to client needs. Anthony began his financial services career in 1993. Prior to joining U.S. Trust, he led a client relationship team at PNC Wealth Management. Anthony earned his B.A. in Economics and Communications from City University of New York, Brooklyn College.
Glen Macdonald is a Senior Vice President and Private Client Advisor with U.S. Trust in Florham Park, NJ. Glen joined in October to provide in-depth financial strategies to high net worth individuals, families, and institutions. He offers a highly customized approach that is attuned to a client’s values, near-term objectives, and long-term aspirations. Glen received his B.A. with highest honors in political science and economics and his M.A. in international relations, both from the University of North Carolina at Chapel Hill. He is the recipient of a Ford Foundation Fellowship at the Harvard Center for International Affairs, the French government’s Chateaubriand Fellowship, and a Fulbright Scholarship in Mexico. Glen is an active supporter of disadvantaged urban adults and at-risk populations. He is the current chairman of the advisory board for the Wealth & Giving Forum.
Ted Westhelle is a Senior Vice President and Private Client Advisor with U.S. Trust in Florham Park, NJ Ted advises high net worth clients about their distinctive financial needs, goals, and aspirations. He joined in September to advise senior executives, entrepreneurs, business owners, and multigenerational families. Ted has an extensive financial services background, with more than 15 years in the global equity markets. Prior to joining U.S. Trust, he was a Financial Representative for Northwestern Mutual, where he provided wealth and risk management advice to affluent clients. Ted earned his B.A. in Environmental Science and Public Policy from Harvard University, where he played varsity soccer and lacrosse.
Joe Danowsky is a Managing Director and Private Client Advisor with U.S. Trust in Florham Park, NJ. Joe joined in August, working with high net worth clients throughout the United States in directing integrated wealth management strategies and tactics. He has particular depth in advising senior corporate executives, entrepreneurs, and private equity and venture capital principals concerning the efficient management and deployment of stock wealth. Joe draws on more than 25 years of experience in wealth management, capital markets and law to help clients discern opportunities, evaluate decisions and reconcile simultaneous objectives. Prior to joining U.S. Trust, Joe was a Managing Director and Head of the Strategic Solutions Group for Barclays Wealth Americas. Joe earned his J.D. from Harvard Law School and his B.A. in Economics from the University of Pennsylvania, where he graduated Summa Cum Laude and Phi Beta Kappa.
About U.S. Trust
For wealthy individuals and families with complex wealth management needs, U.S. Trust offers innovative and customized financial solutions to help meet unique lifestyle, family, business and philanthropic goals. A coordinated team backed by more than 200 years of experience and the resources of one of the world’s largest financial institutions works with each client to understand and address their needs. We apply deep wealth management expertise and financial acumen to deliver across a comprehensive range of capabilities, including: Wealth Structuring, Investment Management, Customized Credit and Banking, Legacy and Philanthropy, and Family Office services. To learn more about U.S. Trust, please visit www.ustrust.com.
