Role and Company

Wealth Management, BNY Mellon

Expertise

12 years experience in financial services

Location

New York, NY

About Orley

Orley is a Wealth Manager at a Registered Investment Advisor / Family Office, where the team takes on a holistic financial approach servicing high net worth individuals and their family’s wealth accumulation, wealth protection and generational wealth transfer phases. Orley gained his experience through working in a portfolio management capacity working closely with high net worth and ultra–high net worth client’s at a Top 10 Wealth Manager. He built a genuine interest building the voice of the client and seeing them achieve their financial dreams and pursued a partnership opportunity in a wealth management family office.

Prior to returning to financial services, Orley served with the United States Marine Corps and is a veteran of Operation Iraqi Freedom.

Civically, Orley has been involved with ALPFA since 2005 and has always been committed to mentoring and holding his workplaces accountable to trends in diversity and inclusion. Orley started as a volunteer with the New York Chapter and served on several committees. He then speared the business development efforts with ALPFA New Jersey and helped lead the chapter to be among one of the most revered in the nation. Today as a regional director, he serves ALPFA at the highest levels and is able to reach into the chapter to help build the next generation of leaders across the nation.

Orley is a proud graduate of Cornell University where he earned his MBA, The Queen’s University in Canada (MBA), Fairleigh Dickinson University (BA) and is attending New York University (NYU) as a Candidate for Certified Financial Planning (CFP) Certification.

Contact Orley: https://www.linkedin.com/in/orley-cornell-mba-wealth-manager-certified-financial-planner-high-net-worth-impact-investing-alpfa/