Erica Lord serves as Chief Fiduciary Officer for BNY Mellon Wealth Management. In this role, she is responsible for the oversight of fiduciary relationships and the delivery of planning and fiduciary services for BNY Mellon’s Wealth Management business.
Erica has nearly 25 years of experience serving high net worth individuals, family offices businesses, and charitable organizations. Prior to joining BNY Mellon, she held a variety of leadership positions with another corporate fiduciary, including serving as Chief Fiduciary Officer for its Global Family Office and its Delaware affiliate trust company. Prior to that, she also served as Assistant General Counsel for the trusts and estates legal team and as a Senior Vice President and Senior Trust Advisor, providing comprehensive wealth management solutions to ultra-high-net worth individuals and families as part of a national team.
Before joining the financial services industry, Erica practiced privately at Reed Smith LLP and Lord, Bissell & Brook LLP, focusing primarily on estate planning for family business owners, trust and estate administration, and fiduciary litigation. Erica has special interest in fiduciary investing, specialty assets, and multi-generational family wealth education.
Erica earned a J.D. with honor from The George Washington University, Washington DC, and a B.A. with high honor from Michigan State University, East Lansing, Michigan. She is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and serves as a member of the Board of Directors of the Chicago Estate Planning Council. She has written and spoken widely for a variety of publications and professional organizations, including ACTEC and the ACTEC Law Journal, the Delaware Trust Conference, Trusts & Estates Magazine, Estate Planning Magazine, and the American Bankers Association.