I am an experienced financial services professional who has had the privilege of working closely with many of the leading wealth management firms in our industry in multiple capacities. This exposure has given me a deep appreciation for the complexity of our clients’ businesses and the role our solutions, expertise and dedication have in their success.In my current position, I am responsible for establishing relationships with wealth management firms, multi-family offices and trust companies as well as consulting with advisors interested in exploring independence. I have two young children and enjoy being a part of their various activities. I spend my personal time training for and competing in extreme multi-sport endurance events all over the world.If you would like to learn more about how BNY Pershing can support your business, please reach out to me via email (jstory@pershing.com), or phone (704-424-2067).