Pamela Lucina is a managing director for BNY Mellon Wealth Management. In this role, she leads a team of family wealth strategists that provides advice and analytics to families nationally. The Wealth Strategist group consists of partner level experts in tax, trusts, estates and international transactions. They work to develop innovative strategies in wealth transfer in philanthropy, cross-boarder planning, analytics and ownership structures to maximize our global clients' wealth after taxes and across generations
Pamela has more than 19 years of experience providing comprehensive wealth planning advice to individuals and families. Most recently, she was with JPMorgan, where her key responsibilities included providing wealth and estate planning services to the firm’s largest and most complex clients, and advising families on governance issues and philanthropic matters.
Prior to joining JPMorgan, Pamela spent 10 years in private practice, both as a tax consultant with Arthur Andersen and in the trust and estates department of Mayer Brown in Chicago. She is well published, and is a frequent speaker at industry conferences and events.