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Transcript for Episode 25

Published March 8, 2024 


When it comes to navigating major life events, proactive wealth management is essential for individuals and their families. On this episode of Your Active Wealth, BNY Mellon Wealth Management’s Jessica Brennan, Director and Senior Wealth Manager, and Lesley Holland, Senior Director and Portfolio Manager, share how they guide clients through major life events, such as receiving an inheritance or selling a business, as well as what attracted them to the industry. Part of the discussion also entails how they’re positioning their practices for the great wealth transfer, which by 2030, is expected to see American women control a dominant share of the $30 trillion in investible assets possessed by baby boomers.1


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