Log in

Philadelphia Estate Planning Council

Member Public Profile

  • Home
  • Member details

Matthew Fingerman

BNY Mellon Wealth Management


Member profile details

First name
Last name
BNY Mellon Wealth Management
Senior Vice President

Additional Membership Information

Primary Discipline
Banking/Trust Administration
Secondary Discipline(s)
  • Investments
Professional Bio
Matt Fingerman is a Senior Wealth Manager and Team Leader for BNY Mellon Wealth Management. In this role, he works directly with clients to address their investment and wealth management needs. He specializes in partnering with families to develop strategies designed to meet their personal financial goals. Matt has extensive experience working with the complexities that both corporate executives and business owners face.

Matt joined the firm in 2012 as a senior portfolio analyst. Matt serves on several local and national firm initiatives, including the BNY Mellon's Mid-Atlantic Charitable Trust Committee.

Matt received his bachelor’s degree from Drew University and a master of science in management and master of business administration from Gwynedd Mercy University. He earned his Chartered Financial Consultant® (ChFC®) designation from The American College and is also a CFP® certificant. Matt’s volunteer experience includes board positions at the Philadelphia Israel Chamber of Commerce, The Scleroderma Foundation of Delaware Valley, and Aldersgate Youth Service Bureau. Matt is also serves on the President’s Council at Gwynedd Mercy University and is a member of the Racquet Club of Philadelphia.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504

Powered by Wild Apricot Membership Software