Joan K. Crain
Senior Wealth Strategist

Joan Crain is a senior wealth strategist working closely with portfolio managers and sales officers to provide comprehensive wealth management advice to clients and their families.

Jeremiah W. Doyle, IV
Senior Wealth Strategist

Jere Doyle is an estate planning strategist for BNY Mellon Wealth Management and a senior vice president of BNY Mellon.

John F. Flahive
Director - Fixed Income Investments

John Flahive is the director of fixed income for BNY Mellon Wealth Management. He is responsible for all fixed income strategy, policy, and management on assets totaling more than $25 billion. John leads a team of approximately 40 professionals located in Boston.

Leo P. Grohowski
Chief Investment Officer

Leo Grohowski is chief investment officer of BNY Mellon Wealth Management.

Justin T. Miller
Senior Wealth Strategist

Justin Miller is a senior director of BNY Mellon Wealth Management. As a national wealth strategist, Justin works closely with portfolio managers and sales officers to provide comprehensive wealth management advice to clients and their families.

Bernard Schoenfeld
Investment Strategist

Bernard Schoenfeld is a senior investment strategist and vice president for BNY Mellon Wealth Management.

Jeffrey Mortimer
Director of Investment Strategy

Jeffrey Mortimer is the director of investment strategy for BNY Mellon Wealth Management. In this role, he leads a team that sets capital market expectations and is responsible for making asset allocation recommendations.

Joan K. Crain

Jeremiah W. Doyle, IV

John F. Flahive

Leo P. Grohowski

Justin T. Miller

Bernard Schoenfeld

Jeffrey Mortimer

Click on the Knowledge Star to select them and view their most recent insights, published documents and thoughts.

Joan K. Crain

Jeremiah W. Doyle, IV

John F. Flahive

2013 Year-End Review and 2014 Outlook

  Download PDF (72KB)
Joan K. Crain

Live at Hecklering with Joan K. Crain

Justin T. Miller

Charitable Planning with IRAs: Many Advantages, But Know The Rules

  Download PDF (72KB)
Joan K. Crain

Estate Planning for The Changing American Family

  Download PDF (88KB)
Jeffrey Mortimer

December Investment Update

  Download PDF (152KB)
Jeffrey Mortimer

Jeff Mortimer on Squawk Box

Jeffrey Mortimer

November Investment Update

  Download PDF (166KB)
Jeffrey Mortimer

October Investment Update

Leo P. Grohowski

Seeking Higher Returns: Taking financial risks has supplanted the defensive crouch in cash

John F. Flahive

Bond Outlook: 2013 Third Quarter Review

  Download PDF (68KB)
Jeffrey Mortimer

Jeff Mortimer on Squawk Box

John F. Flahive

Mid-Year Bond Review and Outlook

  Download PDF (55KB)
John F. Flahive

New York City Market Shows No Alarm on Election Eve: Muni Credit

Joan K. Crain

Critical Planning: A Focus on Income Taxes for 2013

  Download PDF (114KB)
Jeffrey Mortimer

May Investment Update

  Download PDF (211KB)
Leo P. Grohowski

Spring Investment Insights

  Download PDF (56KB)
Jeffrey Mortimer

April Investment Update

  Download PDF (209KB)
Jeremiah W. Doyle, IV

Health Care Legislation: Impact on Wages and Investment Income

  Download PDF (78KB)
Jeffrey Mortimer

March Investment Update

  Download PDF (666KB)
Joan K. Crain

Leveraging Opportunities: The American Taxpayer Relief Act

  Download PDF (152KB)
Jeffrey Mortimer

February Investment Update

  Download PDF (776KB)
John F. Flahive

Bond Outlook: 2012 Year-End Review and 2013 Outlook

  Download PDF (54KB)
Joan K. Crain

Industry Insights:
Live at Heckerling with Joan K. Crain

Jeffrey Mortimer

Industry Insights:
Live at Heckerling with Jeff Mortimer

Joan K. Crain

When Brokers Double as Therapists

Jeffrey Mortimer

December Investment Update

  Download PDF (153KB)
Jeffrey Mortimer

November Investment Update

  Download PDF (153KB)
Bernard Schoenfeld

Capital Markets Review

  Download PDF (115KB)
Jeremiah W. Doyle, IV

Jere Doyle quoted in Forbes article: Koch Bros. Could Pull a $40B Dividend—But Probably Won't

Bernard Schoenfeld

Capital Markets Review

  Download PDF (66KB)
Jeffrey Mortimer

BNY Mellon Names Jeff Mortimer Director of Investment Strategy for Wealth Management

  Download PDF (82.3KB)
Leo P. Grohowski

Investment Insights

  Download PDF (1.3MB)
Leo P. Grohowski

May Again Bites Stock Investors

Joan K. Crain

Flexible Family Trusts

  Download PDF (88 KB)

Wealth: Predicting Interest Rates

Leo P. Grohowski

Bolder Portfolios Ready to Re-embrace Alternatives

Bernard Schoenfeld

Capital Markets Review

  Download PDF (96 KB)
Leo P. Grohowski

Profit Growth Expected to Take a Breather

Leo P. Grohowski

Stocks May Avert Pullback—Again

Investing Tips During Big Market Gains

Jeremiah W. Doyle, IV

Taking Back Your Business

John F. Flahive

Bond Outlook: 2011 Year-End Review and 2012 Outlook

  Download PDF (452 KB)
John F. Flahive

Ratings Nod Aids Pittsburgh In $114M Bond Sale

Leo P. Grohowski

Emerging Markets Wary of European Fallout

Joan K. Crain

From Entrepreneur to Investor:
Successfully Navigating the Transition

  Download PDF (95 KB)

Industry Insights:
Live at Heckerling with Joan K. Crain

Modest Outlook for S&P 500

Bernard Schoenfeld

Capital Markets Review

  Download PDF (96 KB)
Joan K. Crain

Asset Protection Strategies to Manage and Minimize Risk

  Download PDF (346 KB)
Leo P. Grohowski

Managers Sell Highest Dividend Stocks

Joan K. Crain

Entrances, Exits and Mid-Course Corrections
for Wealth Transfer Tools

  Download PDF (270 KB)

Positioning the Money

Justin T. Miller

Estate Planning Paralysis Podcast

Bernard Schoenfeld

Capital Markets Review

  Download PDF (96 KB)
John F. Flahive

Bond Outlook: 2011 Mid-Year Review

  Download PDF (73 KB)
Bernard Schoenfeld

Capital Markets Review

  Download PDF (96 KB)

The Trading Week Ahead

China Rate Hikes, Slowing Growth: How to Make Money in the 2nd Half

Bernard Schoenfeld

Capital Markets Review

  Download PDF (96 KB)
Leo P. Grohowski

Investment Insights Spring 2011

  Download PDF (1 MB)
Joan K. Crain

Divorce vs. Wealth:
Smart Planning for Chapter Two

  Download PDF (55 KB)
John F. Flahive

Bond Outlook: 2010 Year-End Review and 2011 Outlook

  Download PDF (73 KB)

Reasons to Donate in 2010

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