Victor D. Di Elmo, MBA, CTFA

Victor D. Di Elmo, MBA, CTFA

Advisory Board Member

Experience: Mr. Di Elmo’s career spans over four decades and during that time he has gained extensive experience in assisting ultra high net worth clients and families with protecting and preserving wealth. Mr. Di Elmo was Managing Director of BNY Mellon Asset Management; in addition, Mr. Di Elmo served as Senior Vice-President and Portfolio Manager for Brown Brothers Harriman, Executive Vice President for Fiduciary Trust International and Senior Vice president for Bessemer Trust Co, a firm dedicated to serving ultra high net worth families.

Education: Mr. Di Elmo received his MBA in Finance from Fordham University and holds a Bachelors of Science in Accounting from Rutgers University. In addition, to being a Certified Trust and Financial Advisor.

Current and Community: Semi retired, Mr. Di Elmo continues to serve as trustee for ultra high net worth families where he consults the families with all aspects of financial planning, including reviewing investment strategies, alternative holdings and assisting in the estate planning and wealth transference to heirs.

Mr. Di Elmo served as a member of Florida Atlantic University Honors College Advisory Board and past member of the Estate Planning Council of Greater Miami.

Mr. Di Elmo is an independent consultant and is not an investment advisor representative with BlueKey Personal Wealth Planning, LLC. Mr. Di Elmo, is a member of BlueKey’s advisory board.