CP

Chadwick Proctor

Sr. Wealth Manager Fiduciary Specialist at BNY Mellon Wealth Management

Chadwick Proctor is a Senior Wealth Manager Fiduciary Specialist with extensive experience in trust and estate management, specializing in high net worth individuals and nonprofit organizations. Chadwick has worked at top financial institutions such as BNY Mellon Wealth Management, Bank of America Private Bank, Northern Trust Wealth Management, Comerica Bank, and Wells Fargo Bank Wealth Management Group. Chadwick holds a LLM in Tax Law with an emphasis in estate planning and business, a J.D in Law, and a B.A in Economics and Political Science.

Links

Previous companies

Wells Fargo logo
Comerica logo

Peers

View in org chart

Timeline

  • Sr. Wealth Manager Fiduciary Specialist

    December, 2019 - present

A panel showing how The Org can help with contacting the right person.