William Cotter Jd, Llm, Ctfa

Wealth Manager at BNY Mellon Wealth Management

William Cotter JD LLM CTFA is a experienced attorney and wealth manager with a background in estate planning, trust administration, tax law, and business services. With a strong educational foundation including a J.D. and LL.M., William has worked at various law firms and financial institutions, honing their expertise in estate planning, taxation, corporate law, and business structuring.

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Previous companies

Obermayer Rebmann Maxwell & Hippel LLP logo
PNC logo
The Haverford School logo

Timeline

  • Wealth Manager

    December, 2021 - present