Kevin J. Batterton
Prior to joining New York Private Trust Company, Mr. Batterton served as Senior Director for BNY Mellon Wealth Management in Greenwich, CT. Mr. Batterton is a Certified Financial Planner™ and has extensive experience advising high net worth individuals, foundations and family offices in areas of trust and estate planning, investment management and private banking. He works closely with his clients’ advisors to create optimum needs-based solutions.
Mr. Batterton started his career in commercial banking with Fleet Bank, NA (formerly National Westminster Bank), where he was promoted to Senior Vice President & Team Leader. He transitioned into Private Wealth Management in 2000 upon joining The Private Bank at The Bank of New York in Manhattan.
Mr. Batterton received a BA degree in Accounting & Economics from Queens College in 1983 and an MBA in Finance from Pace University in 1994. He is also a graduate of Cannon Trust School (2006) and received the Certified Financial Planner® designation in 2004.
Active in his profession and local community, Mr. Batterton currently serves as Board Member of ECAD (Educated Canines Assisting with Disabilities) and the Estate Planning Council of New York City (EPCNYC). He is a former Board Member of the Greenwich United Way, serving as Chair of its Finance Committee and Secretary for its Executive Committee. He has also been involved with the Fairfield County Community Foundation Professional Advisors Council and the Affordable Housing Committee in Ridgefield, CT.
Phone: (212) 850-4055