Stephen Zimmer
Senior Principal Client Strategist
- Role
- Senior Principal at Bny Wealth
- Location
- Geneva, IL, US
- LinkedIn followers
- 500 followers
About Stephen Zimmer
I work with affluent families to develop comprehensive financial solutions to meet each…
Experience
Senior Principal
Mar 2023 — Present · Chicago, IL, US
Steve is a senior client strategist at BNY Mellon Wealth Management. In this role, he works with affluent families, multi generational businesses owners and corporate executives to develop comprehensive wealth solutions to meet each client’s goals of preservation, growth and transfer of their wealth.
Education
Chicago Kent School of Law
JD
1992 — 1995
Marquette University
BS, Finance
1988 — 1992
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