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Matthew Carrozza

BNY Mellon Wealth Management


Member profile details

First name
Last name
BNY Mellon Wealth Management
Wealth Director

Additional Membership Information

Primary Discipline
Financial Planning
Secondary Discipline(s)
  • Banking/Trust Administration
  • Investments
Professional Bio
Matt is a wealth director for BNY Mellon Wealth Management. In this role, he is responsible for new business development in the Mid-Atlantic region, and works with individuals and families to identify how BNY Mellon Wealth Management’s investment and wealth management capabilities can help them reach their overall financial goals.

Matt joined the firm in 2013 and has worked in various roles at the firm. Previously, he worked as an Associate Wealth Manager supporting a Senior Wealth Manager in all aspects of meeting clients’ daily investment and wealth management objectives. Prior to that, Matt started his career in the Investment Accounting department.

Bachelor of Science, Temple University

Estate and Financial Planning Council of Southern New Jersey, Board Member
Summer Search, Associate Board Member
The Pennsylvania Society, Member

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

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

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