Joan K. Crain, CFP®, CTFA, TEP
Senior Director, BNY Mellon Wealth Management
Joan Crain is a senior director for BNY Mellon Wealth Management. As a global family wealth strategist, Joan works closely with wealthy families and their advisors to provide comprehensive wealth planning.
Joan joined the firm in 2001 and has more than 25 years of experience working with large multi-generational families. She specializes in multinational planning, business succession, family governance and philanthropy.
Joan is frequently invited to speak to clients and professional groups such as the American Bar Association, the Hong Kong American Chamber of Commerce, the American Institute of CPAs, STEP and numerous estate planning councils throughout the United States, Canada, the Middle East and Asia. An author of a number of white papers on multinational planning, she was a founding contributor to the GCC Governance Code of the Family Business Council-Gulf, and was recently interviewed live on CNBC-Asia.
Joan received a master of business administration from Rollins College, a bachelor of education from Queens University, and a bachelor of music from McGill University. She is a Certified Financial Planner™ professional and has earned the designations of Certified Trust and Financial Advisor and Trust and Estate Practitioner. Joan chairs the Executive Committee of the Florida Bankers Trust Division and previously chaired the Board of Directors of the Community Foundation of Broward.