Steven Cella
BNY Wealth
Yonkers, New York
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How to contact
Phone or Email
Professional Profile
Call Me When
a client has complex needs, seeks tailored strategies, needs fiduciary guidance, or faces life events—inheritance, business sale, retirement, tax planning
Professions
Banker
Wealth Manager
Functional Expertise
Cash management
Charitable giving
Culture
Estate planning
Fiduciary
Finance
Investments
Lending
Philanthropy
Private equity
Real estate
Retirement
Tax
Trusts
Venture capital
Exit/Transition Planning
Business Focus
Deepen relationships: life‑event playbooks and holistic planning
Professional Certification
CFP(R)
Client Industries
Business Services
Computer/Electronics
Consumer Services
Health/Pharma/Biotech
Media and Entertainment
Non-profit
Real Estate/Construction
Wholesale/Distribution
Client Results
Family Governance pre and post liquidity event
Chapter information
Membership
New York + Tri-State Emerging Professional
Member since
New Member
Why I'm a Member of XPX
to form relationships and expand my knowledge to better serve clients.
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