Adam M. Szczepanski
Portfolio Manager-Equities at Smithfield Trust Co.
Profile
Adam M.
Szczepanski is currently the Executive Vice President of Investments at Smithfield Trust Co. and the Executive Vice President at Smithfield Equity Associates LLC.
He previously worked as a Principal at The Bank of New York Mellon Corp.
(Wealth Management).
He received his undergraduate degree from Kenyon College and his graduate degree from Durham University Business School.
Adam M. Szczepanski active positions
| Companies | Position | Start |
|---|---|---|
Smithfield Trust Co.
 Smithfield Trust Co. Investment ManagersFinance Smithfield Trust Co. is an independent, fee-only investment management firm headquartered in Pittsburgh, Pennsylvania. It was founded by Robert (Bob) Kopf and Mark McDonel in 1996. The firm provides private clients with various wealth management services including Trust & Fiduciary, Investment Management, Estate Planning & Administration, Tax Planning, and Charitable Planning. | Portfolio Manager-Equities | 2014-11-30 |
Smithfield Equity Associates LLC
 Smithfield Equity Associates LLC Investment ManagersFinance Smithfield Equity Associates LLC (Smithfield Equity Associates) is a venture capital subsidiary of Smithfield Trust Co. founded in 1996 by Robert Kopf. The firm is headquartered in Pittsburgh, Pennsylvania. | Private Equity Investor | 2013-12-31 |
Former positions of Adam M. Szczepanski
| Companies | Position | End |
|---|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Corporate Officer/Principal | 2014-11-29 |
Training of Adam M. Szczepanski
| Kenyon College | Undergraduate Degree |
| Durham University Business School | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Smithfield Trust Co.
Smithfield Trust Co. Investment ManagersFinance Smithfield Trust Co. is an independent, fee-only investment management firm headquartered in Pittsburgh, Pennsylvania. It was founded by Robert (Bob) Kopf and Mark McDonel in 1996. The firm provides private clients with various wealth management services including Trust & Fiduciary, Investment Management, Estate Planning & Administration, Tax Planning, and Charitable Planning. | Finance |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Finance |
Smithfield Equity Associates LLC
Smithfield Equity Associates LLC Investment ManagersFinance Smithfield Equity Associates LLC (Smithfield Equity Associates) is a venture capital subsidiary of Smithfield Trust Co. founded in 1996 by Robert Kopf. The firm is headquartered in Pittsburgh, Pennsylvania. | Finance |
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