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’s advice planning advisory practice and fiduciary services.

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.

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’s New York Business as one of their Most Notable Women in Financial Advice and Worths’ Groundbreakers 2020: 50 Women Changing the World.

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’s Top Women Advisors Summit. She has been quoted in the New York Times, Wall Street Journal, Barron’s, Bloomberg, and Business Insider. She is a member of the Executive Committee for the New York State Bar Association, Trusts & Estates Section, and an Editorial Advisory Board member for Trusts & Estates 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.

Faculty Member’s Sessions