David Gutt

VP

BNY Mellon

Atlanta, Georgia

Professional Profile

Call Me When

Call Me When... A business owner is considering selling some or all of their ownership stake.

Contact Method

david.gutt@bnymellon.com

Profession

  • Attorney
  • Wealth Manager
  • Professional Certifications

    JD, CFP, CAIA

    Functional Expertise

  • Business development
  • Equity
  • Estate planning
  • Family business
  • Fiduciary
  • Intellectual property
  • Investments
  • Philanthropy
  • Private equity
  • Private placements
  • Retirement
  • Tax
  • Trusts
  • Venture capital
  • Business Focus

    Business Owners

    Transition Planning Certification

    Client Industries

  • Business Services
  • Financial Services
  • Health/Pharma/Biotech
  • Software/Internet
  • Telecommunications
  • Client Results

    Membership

    Atlanta Individual

    Member Since

    Member for 1 year

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    To network and add value to the deal ecosystem.