Profile
Ms. Charron is responsible for investment strategies that enhance asset allocation alternatives and/or improve after-tax performance.
Her areas of expertise include hedge funds, private placement variable universal life policies and specialized tax-efficient investments.
She has been working with high-net-worth individuals for almost 18 years, the last eight with Mellon.
She is the author of "Tax-efficient Investing for Tax-deferred and Taxable Accounts," published in The Journal of Private Portfolio Management.
Ms. Charron received a bachelor's degree in mathematics from Boston College and a master's degree in business from Simmons Graduate School of Management
Former positions of Terry Sylvestor Charron
| Companies | Position | End |
|---|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Portfolio Manager-Equities | 10/08/2005 |
Experiences
Positions held
Active
Inactive
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Private companies
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1st degree connections
1st degree companies
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Linked companies
| Private companies | 1 |
|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Finance |
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