Kathleen Stewart's Location
Pittsburgh, PA, US
Kathleen Stewart's Work
- Wealth Strategist @ BNY Mellon Wealth Management
- Vice President - Fiduciary Research @ fi360
- Fiduciary and Trust Specialist @ Wells Fargo Private Bank
- Senior Wealth Counselor @ Waldron Wealth Managment, LLC
- Senior Wealth Planner @ PNC
- Staff Attorney and Financial Planner @ Goldman Sachs Ayco Personal Financial Management
Kathleen Stewart's Education
- Duquesne University School of Law
Doctor of Law (J.D.) (Law)
1990 - 1994 - Duquesne University
BS (Business Adminisration)
1980 - 1983 - Duquesne University
Bachelor of Business Administration - BBA (Business, Management, Marketing, and Related Support Services)
Kathleen Stewart's Skills
- Estate Planning
- Strategic Financial Planning
- Investments
- New Business Development
- Public Speaking
- Trusts
- Finance
- Wealth
- Strategic Planning
- Financial Analysis
Kathleen Stewart's Summary
Kathleen Stewart, based in Pittsburgh, PA, US, is currently a Wealth Strategist at BNY Mellon Wealth Management, bringing experience from previous roles at fi360, Wells Fargo Private Bank, Waldron Wealth Managment, LLC and PNC Advisors. Kathleen Stewart holds a 1990 - 1994 Doctor of Law (J.D.) in Law @ Duquesne University School of Law. With a robust skill set that includes Estate Planning, Strategic Financial Planning, Investments, New Business Development, Public Speaking and more, Kathleen Stewart contributes valuable insights to the industry. Kathleen Stewart has 1 email on RocketReach.
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