Thomas C. Rogerson

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Thomas C. Rogerson Senior Director, Wealth
Management
Thomas Rogerson is a senior director for BNY
Mellon Wealth Management.   Mr. Rogerson has
more than 25 years of experience in the financial
services industry. Prior to his current role, he
was director of marketing for State Street Global
Advisors' Trust Investments group. Prior to
that, Tom worked for Coopers Lybrand, LLP,
where he was responsible for creating the firm's
estate tax and financial planning practice in the
Boston area, and also served for seven years at
Merrill Lynch in varying capacities including
head of the Boston office's retirement planning
services. Mr. Rogerson has worked with top U.S.
law, accounting, insurance and investment firms,
educating, motivating and training their
employees, prospects and clients on advanced
financial and estate planning strategies. He
continues to be invited to speak to wealthy
individuals, business owners, and board members
of universities, hospitals and charitable
organizations throughout the country. Within the
professional speaking circuit, Mr. Rogerson is
rated as one of the top speakers in the country.

• Education
• Bachelors degree, Ithaca College
• Practices
• Family wealth services
• Financial and estate planning
• Philanthropy planning
• Distinguished Speaker
• Audiences Include
• Lincoln Center
• Yale University
• Vistage
• Museum of Modern Art
• Commonwealth Club
• The Nature Conservancy
• New York Botanical Garden
• The Young Presidents Organization