Head of Strategic Philanthropy, BNY Mellon Wealth Management
Avery is Head of Strategic Philanthropy for BNY Mellon Wealth Management as a component of Fiduciary Services. Avery supports the U.S. Markets, Family Office, Endowment & Foundation and Planned Giving Groups to develop a holistic platform focused on exceeding client needs and expectations related to strategic philanthropy. Avery is the lead subject matter expert in the review and analysis of client philanthropic interests. She drives the effort for philanthropic thought leadership, education and training, tools and solutions, cross-functional teamwork, marketing support and national association relationships. Avery works with partners across the U.S. Markets to deepen the effectiveness of our philanthropic solutions.
Avery joined the firm in July 2014 and has almost 20 years of experience in the investment and financial services industry. Previously, she was Senior Vice President, Philanthropic Consultant and Senior Vice President, Business Banking with Wachovia and Wells Fargo. As a Philanthropic Consultant, Avery worked with families and successful nonprofit institutions to improve grant-making efficacy, foundation and endowment management, use of planned giving and long term strategic planning. Avery received a BA degree from Sewanee: The University of the South with a dual degree in Philosophy and Fine Arts. She later received her MBA in General Management, with a concentration in Social Enterprise, from The Fuqua School of Business at Duke University, where she received the Class of 1990 Scholarship for Non-Profit Achievement and a Dean's Recognition award.