MS

Matthew Santangelo

Senior Principal Client Strategies at BNY Mellon Wealth Management

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.

Links

Previous companies

Bessemer Trust logo
The United States Navy logo
Northern Trust logo

Timeline

  • Senior Principal Client Strategies

    January, 2023 - present

  • Regional Head Of Client Strategies - New England

    September, 2020