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Michael Pefferman

Michael Pefferman

Sr. Wealth Manager, Fiduciary Specialist, VP | BNY Wealth

United States

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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.

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Leadership Experience

Long-Term Tenure

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Industry-specific interests

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Corporate Experience

Michael Pefferman

Work Experience

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Sr. Wealth Manager, Fiduciary Specialist, VP at

BNY Wealth

July 2016 - Present

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Wealth Manager, Fiduciary Specialist VP at

BNY Wealth

June 2015 - Present

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Portfolio Officer at

BNY Wealth

January 2005 - June 2015

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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

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Eric Cheng

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Daniel Shulman Cap

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Doug Digregorio

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