Chad Proctor, CFTA

Chad Proctor is a senior fiduciary specialist for BNY Wealth. In this
role, he works directly with clients to address their investment and
wealth management needs.

Chad joined the firm in 2019 and has more than 17 years of
experience in the financial services industry. His previous
experience includes serving as a fiduciary specialist for Northern
Trust, trust advisor for Comerica Bank & Trust and estate officer for
Wells Fargo Private Bank.

Chad received a bachelor’s degree from The University of North
Carolina at Chapel Hill, JD from Saint Thomas University and LLM
in Tax from The University of Washington.