AC

Andrew Clark

Senior Vice President National Portfolio Management at BNY Mellon Wealth Management

Andrew Clark, CFA is a Senior Vice President at BNY Mellon Wealth Management. With experience in portfolio management and wealth management, Andrew has a solid understanding of asset allocation, portfolio construction, and manager selection for Ultra High Net Worth clients. Andrew interacts with clients to address long-term goals and immediate needs, with personal achievements including the development of portfolio review processes and mutual fund capital gain estimates spreadsheet. Prior to their current role, Andrew worked as a Securities Specialist at BNY Mellon. Andrew holds a Bachelor of Science in Economics and Business/Managerial Economics from Penn State University.

Links

Previous companies

BNY Mellon logo

Timeline

  • Senior Vice President National Portfolio Management

    October, 2021 - present

  • Wealth Manager

    July, 2018

  • Associate Wealth Manager

    March, 2015

  • Securities Specialist

    May, 2012