Peter Paolilli

Bank of New York Mellon

 

Member profile details

Membership level
MBBI - Annual Membership Subscription
First name
Peter
Last name
Paolilli
Organization
Bank of New York Mellon
Profession
  • Wealth Management
Address
1 N. FRANKLIN ST, SUITE 900
City
CHICAGO
State
Illinois
Zip Code
60606
Work Phone
312-422-5420
Professional Photo
Chapter
Illinois
Bio
Certified Private Wealth Advisor (CPWA) to high net worth individuals, families, business owners and entrepreneurs, with focus on privately held and family owned businesses. Peter is responsible for developing holistic wealth management and financial planning strategies for clients and strategically assembling the appropriate team of professionals including portfolio managers, trust advisors, family office, bankers and insurance specialists.
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