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MEMBER PROFILE

 

Peter Stewart

BNY Mellon

 

Member profile details

Membership level
Atlanta Individual
First name
Peter
Last name
Stewart
Title
Director- Wealth Manager
Company
BNY Mellon
XPX Chapter Email Lists
  • Atlanta News & Events
  • Nashville News & Events
  • Triangle News & Events
 

CONTACT INFORMATION

City
Atlanta
State
Georgia
 

PROFILE INFORMATION

Call me when
A business owner is looking to integrate asset and debt management in one place.
Why I/we support XPX
I'm looking to increase my network of like-minded professionals I can learn and do business with.
Profession
  • Virtual 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
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Financial Modelling
  • Investments
  • Marketing
  • Operations
  • Private equity
  • Private placements
  • Real estate
  • Risk management
  • Sales
  • Sell side/Divestiture
  • Tax
  • Trusts
Client Industry(ies)
  • Business Services
  • Financial Services
Professional Certification(s)
MBA, CFP
In Business Since
2002. With current firm since 2007
How to contact
email: peter.stewart@bnymellon.com mobile: 404-452-2992
Twitter name
N/a
Business Focus
I focus on individuals and businesses looking for asset and debt management with one firm.
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