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Peter Stewart

BNY Mellon

Atlanta, Georgia
About
Company name
BNY Mellon
Business title
Director- Wealth Manager
Contact
How to contact
email: peter.stewart@bnymellon.com mobile: 404-452-2992
Professional Profile

Call Me When

A business owner is looking to integrate asset and debt management in one place.

Professions

Fractional Manager
Wealth Manager

Functional Expertise

Business development
Business growth
Business management
Buy side/Acquisitions
Capital markets
Cash flow enhancements
Cash management
Charitable giving
Debt
Equity
Estate planning
Family business
Fiduciary
Financial Modelling
Investments
Marketing
Operations
Private equity
Private placements
Real estate
Risk management
Sales
Sell side/Divestiture
Tax
Trusts
Exit/Transition Planning

Business Focus

I focus on individuals and businesses looking for asset and debt management with one firm.

Professional Certification

MBA, CFP

Client Industries

Business Services
Financial Services
Chapter information
Atlanta

Membership

Atlanta Individual

Member since

Member for 1 year

Why I'm a Member of XPX

I'm looking to increase my network of like-minded professionals I can learn and do business with.
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