Directory
>
Michael Pefferman
Michael Pefferman
Sr. Wealth Manager, Fiduciary Specialist, VP | BNY Wealth
United States
Michael Pefferman
Summary
Michael Pefferman is a seasoned professional in the wealth management sector, currently serving as a Senior Wealth Manager and Fiduciary Specialist at BNY Mellon Wealth Management. With a strong background in asset allocation, risk management, and financial planning, he has developed a keen insight into the intricacies of depository banking. Michael's career spans over 18 years, all of which have been dedicated to BNY Mellon, showcasing his commitment and expertise in wealth management. His roles have evolved from a Portfolio Officer to a Vice President, reflecting his growth and proficiency in the industry. He is known for his strategic approach to portfolio management and his ability to navigate complex financial landscapes. Michael's extensive experience equips him to guide clients through their investment journeys effectively. He is passionate about helping individuals and families achieve their financial goals, making him a trusted advisor in his field.
Michael Pefferman
Work Experience
Sr. Wealth Manager, Fiduciary Specialist, VP at
BNY Wealth
July 2016 - Present
Wealth Manager, Fiduciary Specialist VP at
BNY Wealth
June 2015 - Present
Portfolio Officer at
BNY Wealth
January 2005 - June 2015
Frequently Asked Questions about Michael Pefferman
What company does Michael Pefferman work for?
Michael Pefferman is a Sr. Wealth Manager, Fiduciary Specialist, VP at BNY Wealth, a company specializing in Functions related to depository banking.
Who is Michael Pefferman?
Michael Pefferman is a seasoned professional in the wealth management sector, currently serving as a Senior Wealth Manager and Fiduciary Specialist at BNY Mellon Wealth Management. With a strong background in asset allocation, risk management, and financial planning, he has developed a keen insight into the intricacies of depository banking. Michael's career spans over 18 years, all of which have been dedicated to BNY Mellon, showcasing his commitment and expertise in wealth management. His roles have evolved from a Portfolio Officer to a Vice President, reflecting his growth and proficiency in the industry. He is known for his strategic approach to portfolio management and his ability to navigate complex financial landscapes. Michael's extensive experience equips him to guide clients through their investment journeys effectively. He is passionate about helping individuals and families achieve their financial goals, making him a trusted advisor in his field.
Michael`s contact details
Colleagues
Vice President, Client Relationship Team Lead
Senior Vice President, Client Strategist
Vice President
Vice President, Wealth Manager
Solutions Architect, Senior Vice President
Senior Vice President, Client Strategist
Board Member
Senior Vice President
Senior Vice President, Client Strategist
Vice President