Clara Brooks

Clara Brooks

Director, Fiduciary & Investment Oversight | Wealth Management | Drive Change | Relationship Building | Portfolio Management |... | United States

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Work Experience

BNY Mellon Wealth Management

Director, Investment & Fiduciary Oversight

2020-01-01 — Present

BNY Mellon Wealth Management

Vice President, National Manager of Portfolio Management

2016-06-01 — 2020-01-01

BNY Mellon Wealth Management

Vice President, Wealth Management Personal Custody Team Leader

2015-04-01 — 2016-06-01

BNY Mellon Wealth Management

Senior Associate, Business Planning and Project Manager

2007-07-01 — 2011-03-01

Skills

wealth management investment management wealth estate planning private banking endowments & foundations family office services planned giving services global custody generational wealth transfer

Languages

English