Dave Forrester
Client Strategist at BNY Wealth | Veteran
- Role
- Senior Associate, Client Strategist at Bny Wealth
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Dave Forrester
As a Wealth Advisor at BNY Wealth, I help accomplished individuals,families, family…
Experience
Senior Associate, Client Strategist
May 2024 — Present · New York, NY, US
As a Senior Associate, Client Strategist at BNY Wealth, I help accomplished individuals,families, family offices, and institutions build, manage, and sustain their wealth through periods of transition, economic growth, contraction, and everything in-between. I help clients actively and intentionally power the goals they care about. Through our multidisciplinary approach, we work clients to uncover more opportunities, from advanced planning techniques to minimize the impact of taxes, to key moments to strategically leverage financing to grow wealth. Our dedicated teams have an open line of communication and a limited set of clients, which means we don’t just promise exceptional service, we deliver it.
Education
Columbia University
Master's degree
2020 — 2021
Tarleton State University
Bachelors of Science in Liberal Studies
2010 — 2012
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