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, succession planning for business owners, and family governance for multi-generational families. Sunny has over 13 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 investment management for ultra-high net worth individuals and families. Sunny resides in Pine Township, Pennsylvania with her husband and son, and their two dogs. She is an active member in promoting financial literacy for youth and participates in educational events for high-schoolers in Pittsburgh, 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
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