Leigh Wasson

2019 Speaker

LEIGH WASSON brings twenty-eight years of investment management and client relationship experience to her role as a senior wealth director at BNY Mellon Wealth Management. In this role, she collaborates with team members and advisers to develop and implement comprehensive wealth management solutions for entrepreneurs, founders, executives, philanthropists, and their family members. Wasson’s areas of specialization include working with business owners and founders to accelerate the value of their businesses. Prior to BNY Mellon, she was regional managing director of Northern California for Citi Private Bank. Her background also includes sixteen years at J.P. Morgan, with both the private bank and the institutional investment management division, where she was a managing director with assignments in Australia, London, New York, San Francisco, Silicon Valley, and Newport Beach. Wasson is a member of the board of directors of The Japan Society of Northern California, a member of the advisory board of Astia, and is a certified exit planning adviser. Wasson earned her BBA in finance from The University of Texas and an MBA from the Wharton School at the University of Pennsylvania.

More from Leigh Wasson

View more content by Leigh Wasson >>

Subscribe to e-News