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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

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tax planning

Effective Tax Strategies for the Present and Future

When it comes to taxes, most people are reactive rather than proactive. As a result, they’re probably paying Uncle Sam more than they need to. Here’s …

May 4, 2022

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estate planning

Smart Gifting Using Retirement Assets

Before you think about donating to charity, consider the source. Should you gift money from your stock portfolio or your traditional IRA or 401(k)? Wh…

October 4, 2021

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retirement planning

Employing an Active Wealth Strategy for Retirement

Retirees can benefit by looking at the big picture using an active wealth framework that touches on these key issues: Invest, Spend, Borrow, Manage an…

July 20, 2021

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retirement planning

Planning for Retirement Assets in Your Estate Plan

To be tax efficient, which types of assets should you live off of in retirement, and which should you plan on passing down? There’s a bit of art to th…

May 21, 2021