Philadelphia Estate Planning Council

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Matthew Fingerman

BNY Mellon Wealth Management

 

Member profile details

First name
Matthew
Last name
Fingerman
Organization
BNY Mellon Wealth Management
Title
Vice President
 

Additional Membership Information

Headshot
Primary Discipline
Banking/Trust Administration
Secondary Discipline(s)
  • Investments
Professional Bio
Matt Fingerman is a wealth manager for BNY Mellon Wealth Management. In this role, he works directly with clients to address their investment and wealth management needs. Matt joined the firm in 2012 as a senior portfolio analyst. Matt serves on BNY Mellon's Mid-Atlantic Charitable Trust Committee and is an active member of the firm's Family Law Practice Group.

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 is an active board member of The Philadelphia Israel Chamber of Commerce and Scleroderma Foundation - Delaware Valley. Matt is also 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
Email: staff@philaepc.org

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