Kathleen A. Stewart, AIF®

Kathleen A. Stewart, AIF®

Senior Wealth Strategist, BNY Mellon Wealth Management

Kathleen Stewart is a Senior Wealth Strategist with BNY Mellon Wealth Management. In this role, she works closely with wealthy families and their advisers to provide comprehensive wealth planning services. Kathleen focuses on complex issues surrounding all areas of financial and estate planning impacting wealthy families, key corporate executives and business owners.

Kathleen has more than 20 years of experience in the financial services industry. Prior to joining the BNY Mellon in 2013, Kathleen held positions with both Wells Fargo’s Private Bank and PNC Wealth Management. Kathleen began her wealth planning career at the Ayco Company, LP,  which is now part of Goldman Sachs.

Office: 412.236.7090 | Cell: 412.889.4773 | Website: BNYMellonWealth.com (opens in new tab)