Theodore Passyn
BNY Mellon
Philadelphia, Pennsylvania
About
Company name
BNY Mellon
Business title
Wealth Manager
Contact
How to contact
theodore.b.passyn@bnymellon.com
Professional Profile
Call Me When
Your clients are heading towards a liquidity event. I can help transition towards that liquidity event by providing fiduciary expertise, investment advice and BNY Mellon's resources
Professions
Wealth Manager
Functional Expertise
Estate planning
Fiduciary
Finance
Investments
Risk management
Tax
Trusts
Professional Certification
Certified Financial Planner™
Client Industries
Financial Services
Chapter information
Membership
Philadelphia Sponsor
Member since
Member for 6 years
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