Jeffrey McSteen

Jeffrey McSteen, Esq., CPA is a Senior Vice President and Senior Business Development Executive at BNY Mellon Wealth Management. With over 25 years of experience, Jeffrey is a top-ranked advisor to ultra-high-net-worth families and one of BNY Mellon's top investment management revenue producers. Prior to their current role, Jeffrey served in various positions at Merrill Lynch and BNY Mellon, specializing in financial planning and relationship management. Jeffrey also has a background in accounting and law, having worked at PwC and Reed Smith LLP, and holds a Juris Doctorate from Duquesne University and a Bachelor of Science from Penn State University.