Matthew Santangelo is currently the Senior Principal Client Strategies at BNY Mellon Wealth Management in the position of Regional Head of Client Strategies - New England. Prior to this role, Matthew served as a Senior Wealth Strategist at Northern Trust and Sr. Trust & Estate Specialist at Merrill Lynch. Matthew also has experience as a Surface Warfare Officer in the US Navy and has held various roles in trust administration and client relationship management at different financial institutions. Matthew holds a CTFA degree from the ABA National Graduate Trust School at Northwestern University and a BA in Government from Skidmore College.
January, 2023 - present
September, 2020