Carolyn J. Simon, Wealth Director at BNY Mellon, will be discussing investment planning and financial “must knows” for all women entrepreneurs.
Carolyn is a Wealth Director for BNY Mellon Wealth Management. In this role, she is responsible for new business
development in the Tri-State region, and works with individuals and families to identify how BNY Mellon Wealth Management’s
investment and wealth management capabilities can help them reach their overall financial goals.
Carolyn joined the firm in 2014 and has more than 20 years of experience in the investment and financial services industry.
Previously, she was a Senior Relationship Manager, Vice President of PNC Wealth Management. Prior to that, Carolyn was a
Portfolio Manager with US Trust and Citibank Global Asset Management where she managed portfolios for high net-worth
individuals and families and institutions.
Carolyn received a bachelor’s degree from George Washington University, and received her MBA from New York University –
Stern School of Business. She is a member of the Financial Women’s Association, and serves on two boards in her
community. She has two children, and has resided in Short Hills for the last 15 years.