Service Approach

One team, accountable for one goal: your satisfaction.
Big firm resources, small firm feel
Distinctive structure for sharp focus and clear accountability
Dedicated, proactive portfolio manager, private banker and team

Although we are one of the nation´s largest wealth managers, our team structure enables an intimate, client-focused approach. As a result, we can deliver the power of a global leader with the care and commitment of a small firm. Our distinctive service structure allows us to gain a deep understanding of your goals and challenges and then expertly access and apply the right resources to meet them. We get to know you better so we can serve you better, leveraging our expertise and resources to deliver the most relevant wealth management solutions and results.

Your Portfolio Manager
Your relationship is led by a dedicated, senior portfolio manager. He or she is directly responsible for your satisfaction, creating a customized strategy grounded in your needs. This individual builds a close working partnership with you, regularly reviewing your goals and changing circumstances while managing evolving opportunities with discipline and innovation.

Your Team
Your portfolio manager is supported by a local team of professionals who fully understand your objectives. This team works closely with your portfolio manager, your private banker and your tax or legal advisors to ensure consistent, informed attention to your needs. We also draw upon the expertise and insights of BNY Mellon Wealth Management strategists to address specific wealth management, banking or investment challenges.

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