Terrie Firestone (moderator) is a senior wealth director for BNY Mellon Wealth Management. In this role, she is responsible for new business development in the Northern California region, and works with individuals and families to identify how BNY Mellon’s investment and wealth management capabilities can help them reach their overall financial goals and life goals.

Terrie Firestone has more than 20 years of experience in the investment and financial services industry. Previously, she was a Senior Vice President at US Trust in Private Wealth Management. Prior to that, Terrie was a Managing Director with Smith Barney, where she led the Software and Networking Investment Research Teams. She was a nationally ranked Technology Analyst on the Wall Street Journal All Star Team and the Institutional Investor Magazine All American Team for many years. Terrie brought over 25 companies public, including Cisco Systems.

Terrie received a Bachelor of Science degree from Brown University in Applied Math and Economics and a Masters in Business Administration from the Stanford University Graduate School of Business. She is a board member of the Palo Alto Financial Planning Forum, a member of the Santa Clara Estate Planning Council, a member of the UCSF Foundation Wellness Committee and the San Francisco City College auxiliary. In the past she has served on the UCSF Cancer Council, the Teach for America Gala Committee, and the Hillsborough Foundation Parent Giving Campaign.