Sunny specializes in providing advisory services for high net worth and ultra-high net worth individuals and families. She collaborates with the planning and investment teams to develop customized and comprehensive strategies for her clients, with a focus on trust and estate planning, income tax planning, and the education of multi-generational families.
Sunny has over 10 years of experience in the financial services industry. Prior to joining Waldron, she was Vice President and Senior Portfolio Manager with BNY Mellon Wealth Management, where she focused on financial planning and family governance for high net worth and ultra-high net worth individuals and families. Sunny resides in Pine Township with her husband and son, and their furry family members, a labradoodle and Siberian kitten. She is an active member of PRBSA, enjoys traveling, kayaking, and movies.
Education & Certificates
B.S.B.A. in Investment Management, Duquesne University Executive Certificate in Financial Planning, Duquesne University Graduate School of Business
Featured in The News