James Hepfer's Professional Contact Details

Mobile Number (Verified)
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HQ
+1646-791-3414
Location
Harrisburg, Pennsylvania

James Hepfer's Current Company Details

BNY Mellon Wealth Management is one of the nation's top 10 wealth managers. Combining the strengths of a global financial leader with the care and commitment of a small firm, we draw upon leadership in all wea...
BNY Mellon Wealth Management is one of the nation's top 10 wealth managers. Combining the strengths of a global financial leader with the care and commitment of a small firm, we draw upon leadership in all wealth management disciplines, offering an extensive range of resources that are customized to serve the unique needs of each client. We believe that preserving wealth is just as important as creating it. That's why we bring exceptional knowledge and innovative wealth management solutions to high net worth individuals, family offices, planned giving programs, endowments and foundations. Our practice of applying expert capabilities consistently for each client's individual circumstance has resulted in a high level of client satisfaction and enduring relationships that span market cycles and generations.*BNY Mellon Wealth Management conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation.
wealth management
investment management
wealth
estate planning
private banking
endowments & foundations
family office services
planned giving services
global custody
generational wealth transfer
business transitions
financial services
law practice
legal services

James Hepfer's Work History and Education

BNY Mellon Wealth Management
Senior Director - Wealth Manager
1998 - Present

Others Named James Hepfer

Sr Manufacturing Engineer at Nexteer Automotive
Business Development Representative at CBIZ CompuData

Frequently Asked Questions about James Hepfer


What company does James Hepfer work for?

James Hepfer works for BNY Mellon Wealth Management.

What is James Hepfer's role at BNY Mellon Wealth Management?

James Hepfer's role at BNY Mellon Wealth Management is Senior Director - Wealth Manager.

What is James Hepfer's email address?

James Hepfer's email address is j**@bnymellon.com.

What is James Hepfer's business email address?

James Hepfer's business email address is j**@bnymellon.com.

What is James Hepfer's direct mobile number?

James Hepfer's direct mobile number is (646) XXX-XXXX.

What is James Hepfer's HQ phone number?

James Hepfer's HQ phone number is +1646-791-3414.

What industry does James Hepfer work in?

James Hepfer works in the Financial Services industry.

Who are James Hepfer's colleagues?

James Hepfer's colleagues are Adam Fazzini, Adam Innerst, Alicia Levine, Aliona Jordhani and more.
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