Carolina Montiel

Regional Director, Team Leader Of Portfolio Management at BNY Mellon Wealth Management

Carolina Montiel has extensive experience in investment strategy, portfolio management, and wealth advisory. Carolina has held key positions at various financial institutions, including BNY Mellon Wealth Management and HSBC, where Carolina provided investment advisory services for high-net-worth clients. With an MBA in Finance and a background in urban planning, Carolina brings a unique blend of expertise to their roles.

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Manager

Andrew Clark

Senior Vice President National Portfolio Management

Peers

Joe Stoberski

Vice President, Embedded Information Security Officer

Mary Ellen McCabe

Senior Director - Portfolio Management

David K. Hohler

Head Of Planned Giving And Regional Director Of Portfolio Management