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Jeremy Gonsalves, CFA
National Director of Portfolio Management
Jeremy Gonsalves, CFA, is a seasoned finance professional with a long-standing career at BNY Mellon Wealth Management. He currently holds the position of National Director of Portfolio Management at the company.2
Career Progression
Gonsalves has been with BNY Mellon since 1992, demonstrating a remarkable tenure of over three decades with the organization.23 Throughout his career, he has taken on various roles of increasing responsibility:
- Previous Role: Managing Director for Portfolio Management for the New England Region2
- Current Role: National Director of Portfolio Management (appointed in 2021)2
Expertise and Skills
As a Chartered Financial Analyst (CFA) and Managing Director, Gonsalves has developed extensive experience in the finance industry. His areas of expertise include:
- Wealth Management
- Portfolio Management
- Financial Analysis
Professional Network
Jeremy Gonsalves maintains a strong professional presence on LinkedIn, where he has over 500 connections.1 His LinkedIn profile can be found under the username jeremy-gonsalves-cfa-5423041, reflecting his CFA credentials and professional status.1
Location
Gonsalves is based in Boston, Massachusetts, where he continues to contribute to BNY Mellon Wealth Management's operations and strategic initiatives.1
