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Michael Duffy, Cfp® is listed as AVP | Portfolio Manager at U.S. Trust at U.S. Trust, Bank of America, a with 2578 employees, based in Hartford, Connecticut, United States. AeroLeads shows a matched LinkedIn profile for Michael Duffy, Cfp®.
Michael Duffy, Cfp® previously worked as AVP | Portfolio Manager at U.S. Trust, Bank Of America and Financial Center Manager at Washington Mutual. Michael Duffy, Cfp® holds Bachelor Of Science, Finance from Western New England University.
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I manage wealth for trusts, high net worth individuals and their families. I listen to the client's needs and create personalized portfolios to meet their unique investment goals.
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Hartford, Connecticut Area
I manage wealth for trusts, high net worth individuals and their families, as well as estates and institutions. I act as a primary point of contact for the client and am responsible for the discovery, analysis, design and oversight of the clients overall financial picture.
Lakewood Ranch Fl
Built and managed a team of banking and sales professionals. Launched a new branch of Washington Mutual into production, exceeded expected new client goals.
Springfield, Massachusetts Area
Created long term relationships with MassMutual 401(k) plan participant's through providing retirement plan education and investment solutions based on participant's goals. Retained the business post retirement / termination.
Enfield Ct
Managed a team of banking and brokerage professionals in a remote banking and brokerage upstart sponsored by Citibank.
Other employees you can reach at ustrust.com. View company contacts for 2578 employees →
Mark Hubbard
Colleague at U.S. Trust, Bank Of AmericaWashington Dc-Baltimore Area, United States
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Linda Trepanier
Colleague at U.S. Trust, Bank Of AmericaMarysville, Washington, United States
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Tom Finney
Colleague at U.S. Trust, Bank Of AmericaBaltimore, Maryland, United States
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Darlene L Macdonald
Colleague at U.S. Trust, Bank Of AmericaBoston, Massachusetts, United States
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Wayne Derr
Colleague at U.S. Trust, Bank Of AmericaSarasota, Florida, United States
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Frances Straus
Colleague at U.S. Trust, Bank Of AmericaBasking Ridge, New Jersey, United States
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Nancy Little
Colleague at U.S. Trust, Bank Of AmericaGrand Prairie, Texas, United States
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Tammy Nielsen, Ctfa
Colleague at U.S. Trust, Bank Of AmericaSan Diego, California, United States
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Shawn Barnett
Colleague at U.S. Trust, Bank Of AmericaDetroit Metropolitan Area, United States
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Dominic Impala
Colleague at U.S. Trust, Bank Of AmericaBellevue, Washington, United States
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Quick answers generated from the profile data available on this page.
Michael Duffy, Cfp® works for U.S. Trust, Bank of America.
Michael Duffy, Cfp® is listed as AVP | Portfolio Manager at U.S. Trust at U.S. Trust, Bank of America.
Michael Duffy, Cfp® is based in Hartford, Connecticut, United States while working with U.S. Trust, Bank of America.
Michael Duffy, Cfp® has worked for U.S. Trust, Bank Of America, Washington Mutual, Massmutual Financial Group, and Teletech.
Michael Duffy, Cfp®'s colleagues at U.S. Trust, Bank of America include Mark Hubbard, Linda Trepanier, Tom Finney, Darlene L Macdonald, and Wayne Derr.
You can use AeroLeads to view verified contact signals for Michael Duffy, Cfp® at U.S. Trust, Bank of America, including work email, phone, and LinkedIn data when available.
Michael Duffy, Cfp® holds Bachelor Of Science, Finance from Western New England University.
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