{"id":540,"date":"2025-02-20T06:59:54","date_gmt":"2025-02-20T06:59:54","guid":{"rendered":"https:\/\/ad25.aabany.org\/?page_id=540"},"modified":"2026-03-03T20:48:11","modified_gmt":"2026-03-03T20:48:11","slug":"alvina-lo","status":"publish","type":"page","link":"https:\/\/ad26.aabany.org\/index.php\/alvina-lo\/","title":{"rendered":"Alvina Lo"},"content":{"rendered":"\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"1024\" src=\"https:\/\/ad26.aabany.org\/wp-content\/uploads\/2026\/03\/Alvina_Lo_greendress-edited-1024x1024.jpg\" alt=\"\" class=\"wp-image-1047\" style=\"width:349px;height:auto\" srcset=\"https:\/\/ad26.aabany.org\/wp-content\/uploads\/2026\/03\/Alvina_Lo_greendress-edited-1024x1024.jpg 1024w, https:\/\/ad26.aabany.org\/wp-content\/uploads\/2026\/03\/Alvina_Lo_greendress-edited-300x300.jpg 300w, https:\/\/ad26.aabany.org\/wp-content\/uploads\/2026\/03\/Alvina_Lo_greendress-edited-150x150.jpg 150w, https:\/\/ad26.aabany.org\/wp-content\/uploads\/2026\/03\/Alvina_Lo_greendress-edited-768x768.jpg 768w, https:\/\/ad26.aabany.org\/wp-content\/uploads\/2026\/03\/Alvina_Lo_greendress-edited-1536x1536.jpg 1536w, https:\/\/ad26.aabany.org\/wp-content\/uploads\/2026\/03\/Alvina_Lo_greendress-edited.jpg 1603w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-medium-font-size\">We are thrilled to announce that\u00a0<strong>Alvina Lo<\/strong>\u00a0will receive the\u00a0<strong>Corporate Leadership Award<\/strong>\u00a0at\u00a0<strong>AABANY\u2019s 2026 Annual Dinner<\/strong>\u00a0on\u00a0<strong>May 28, 2026<\/strong>.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">Alvina Lo serves as Head of Advice, Planning, and Fiduciary Services for BNY Wealth. In this role, she leads the strategic direction, oversight, and delivery of BNY Wealth\u2019s advice planning advisory practice and fiduciary services.\u00a0<\/p>\n\n\n\n<p class=\"has-medium-font-size\">Alvina has 20+ years of experience advising high-net-worth individuals and families, family offices, business owners, and charitable organizations. Prior to joining BNY, she served as Chief Wealth Strategist for Wilmington Trust where she was responsible for wealth planning, family office services, and thought leadership development. Alvina has also served in Director positions at Citi Private Bank and Credit Suisse Private Wealth, where she advised clients on domestic and international trusts and estate planning. Earlier in her career, she practiced law at Milbank LLP and was a consultant for Deloitte Consulting and Scient Corporation.\u00a0\u00a0<\/p>\n\n\n\n<p class=\"has-medium-font-size\">Alvina earned a J.D. summa cum laude from The University of Pennsylvania, and a B.A. in civil engineering with high distinction from The University of Virginia where she was a Thomas Jefferson Scholar. She also holds a Professional Tax Certificate in Estate Planning from New York University School of Law. Alvina is a Fellow of The American College of Trust and Estate Counsel and a faculty member of the American Bankers Association Advanced Trust School. She is a recipient of the 2021 Outstanding 50 Asian Americans in Business Award by the Asian American Business Development Center and has been recognized by Crain\u2019s New York Business as one of their Most Notable Women in Financial Advice and Worths\u2019 Groundbreakers 2020: 50 Women Changing the World.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">She is a published author and frequent lecturer at leading industry conferences for the American Bankers Association, American Bar Association, Delaware Trust Conference, Hawaii Tax Institute, and Barron\u2019s Top Women Advisors Summit. She has been quoted in the <em>New York Times, Wall Street Journal, Barron\u2019s, Bloomberg,<\/em> and <em>Business Insider<\/em>. She is a member of the Executive Committee for the New York State Bar Association, Trusts &amp; Estates Section, and an Editorial Advisory Board member for <em>Trusts &amp; Estates <\/em>Magazine. She is currently Chair of the New York City Walentas Scholars Program for the University of Virginia. Alvina is bilingual and speaks fluent Chinese-Cantonese and basic Chinese-Mandarin.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>We are thrilled to announce that\u00a0Alvina Lo\u00a0will receive the\u00a0Corporate Leadership Award\u00a0at\u00a0AABANY\u2019s 2026 Annual Dinner\u00a0on\u00a0May 28, 2026. Alvina Lo serves as Head of Advice, Planning, and Fiduciary Services for BNY Wealth. In this role, she leads the strategic direction, oversight, and delivery of BNY Wealth\u2019s advice planning advisory practice and fiduciary services.\u00a0 Alvina has 20+ years [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-540","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/ad26.aabany.org\/index.php\/wp-json\/wp\/v2\/pages\/540","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ad26.aabany.org\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/ad26.aabany.org\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/ad26.aabany.org\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ad26.aabany.org\/index.php\/wp-json\/wp\/v2\/comments?post=540"}],"version-history":[{"count":4,"href":"https:\/\/ad26.aabany.org\/index.php\/wp-json\/wp\/v2\/pages\/540\/revisions"}],"predecessor-version":[{"id":1079,"href":"https:\/\/ad26.aabany.org\/index.php\/wp-json\/wp\/v2\/pages\/540\/revisions\/1079"}],"wp:attachment":[{"href":"https:\/\/ad26.aabany.org\/index.php\/wp-json\/wp\/v2\/media?parent=540"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}