Speakers

 

Dora Present Lewin
Principal - Senior Client Strategist
BNY Mellon Wealth Management

Dora Present Lewin is a Principal, Senior Client Strategist for BNY Mellon Wealth Management. In this role, she works directly with individuals, families and institutions to address complex and comprehensive wealth management, private banking and trust & estate planning needs. To that end, Dora coordinates and leads a team of subject matter experts across the enterprise to ensure clients achieve their financial goals.

Dora joined the firm in 2021 with over 25 years of experience in the financial services industry. Her previous roles included: serving as the Regional Private Bank Head for Well Fargo’s New England Region. Prior to that, she held leadership positions as a Managing Director in the Wealth and Investment Management as well as in the International and Domestic Risk Management Divisions of Bank of America and its predecessor firms.

Dora began her banking career as an analyst at the Board of Governors and as a banking regulator for the Federal Reserve Banks of Philadelphia and Boston.

She is highly involved in raising awareness for various medical issues and is passionate about promoting arts and culture.

Born in Havana, Cuba and raised in New York City, Dora is involved in efforts to further diversity and inclusion.