Bill Wyman

President - Family Office Services at Summitas

Bill Wyman has a long history of work experience in the financial industry. Bill began their career in 1984 as a Vice President at J.P. Morgan & Co. Bill then moved to Deutsche Bank in 1996 as a Managing Director. In 2003, they joined Rockefeller & Co. as a Managing Director. In 2008, they joined BNY Mellon as a Senior Director for the Family Office unit, and in 2010 they became President of Family Office Services and CEO of Summitas, LLC.

Bill Wyman obtained a BBA in Accounting from the University of Notre Dame between 1977 and 1981. Bill then went on to pursue an MBA in Marketing/Marketing Management, General from the Fordham Gabelli School of Business between 1994 and 1998.

Links

Previous companies

BNY Mellon logo
Deutsche Bank logo

Peers

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Timeline

  • President - Family Office Services

    March, 2021 - present

  • CEO

    July, 2010