Senior Director and Wealth Strategist
BNY Mellon Wealth Management
Edward Pennfield, J.D., is a senior director of BNY Mellon Wealth Management. In this role, he reviews estate planning strategies and documents for high net worth individuals. Based on such reviews, he works with them and their outside advisers to co-ordinate advanced estate planning strategies to achieve the customer’s personal and financial objectives.
Prior to the merger of the Bank of New York and Mellon Financial Corporation, Edward was the senior estate planning officer of the Bank of New York having joined the Bank after more than 20 years in private practice.
Edward received a bachelor’s degree from University of Virginia and his juris doctor from Fordham University Law School. He is eligible to practice law in New York and Florida. He has lectured at the New York State Bankers Association Trust School, The New York University Financial Planning Conference, and the Practising Law Institute. He has served on the Advisory Board at New York University School of Continuing Education and was president of the Estate Planning Council of New York City.