BNY Mellon's wealth management business has appointed Justin Miller to the position of senior wealth strategist for investment management. Based in San Francisco, Miller reports to Head of Family Wealth and International Businesses Donald Heberle and will work closely with BNY Mellon teams in California, Washington and Colorado.
BNY Mellon has appointed C. Ray Sidwell, to the position of family wealth advisor for investment management serving the Florida region for the company's wealth management business. Reporting to the Head of Family Wealth and International Businesses Donald Heberle, Sidwell is based in Tampa.
BNY Mellon has hired Rod Riggins to be Sales Director for its wealth management business in Texas. Reporting to Executive Director Erich Smith, Riggins is responsible for new business development by connecting families and foundations with BNY Mellon Wealth Management's broad and deep range of capabilities and products.
BNY Mellon has appointed Fred Young to the position of managing director of sales for investment management serving the Boston region for the company's wealth management business. Reporting to New England President Vicary Graham, Young is based in Boston.
As part of a strategic refocus of its Charitable Gift Services group within its wealth management business, BNY Mellon has hired Sally Rubin to be director of CGS Investments. Rubin is a proven investment strategist with 12 years of experience with an institutional investment management firm.
BNY Mellon has hired Joshua Miller to a newly created position in its wealth management business supporting the firm's clients nationwide with an array of private banking, wealth, tax and estate planning needs. Based in Boston, Miller reports to Senior Director Dan Gebhart.
BNY Mellon, a global leader in investment management and investment services, has completed its acquisition of Chicago-based Talon Asset Management's wealth management operations, and has named Managing Director Michael DiMedio regional president of the wealth manager's first Chicago office.
BNY Mellon announced today that Mitchell Harris has been named to the newly created position of president of its Investment Management division, which comprises BNY Mellon Asset Management and BNY Mellon Wealth Management. Harris, who had been interim head of the asset management business, also was named to BNY Mellon's most senior management group, its executive committee. Harris reports to Curtis Arledge, vice chairman of BNY Mellon and chief executive officer of investment management.
BNY Mellon, a global leader in investment management and investment services, has entered into an agreement to acquire Chicago-based Talon Asset Management's wealth management operations, which have more than $800 million in assets under management. Talon is one of the region's premier independent investment managers.
BNY Mellon Wealth Management has appointed James M. Barnyak to be president of the company’s Northwest region. Based in Seattle, Barnyak will lead a team of 25, with oversight of all client service and new business functions in the region. He reports to David Emmes who heads the wealth manager’s West Coast Market.
BNY Mellon Wealth Management has hired James Carley as vice president and sales director for its West Hartford office. Carley will report to Robert Penney, managing director, BNY Mellon Wealth Management's Northern Connecticut region.
BNY Mellon Wealth Management has hired banking veteran Henry Martinez as senior advisor for strategic relationships. In this new role, Martinez will be responsible for providing integrated wealth management advice to the firm's clients both in Miami, where he will be based primarily, as well as in California's Napa Valley and San Francisco, where he maintains deep roots in the community.
BNY Mellon Wealth Management has launched two new multi-manager strategies aimed at helping their clients succeed in what the company has called "The Most Critical Decade." The multi-manager strategies are just the latest of the wealth manager's diverse efforts to help grow investors' assets amid slow growth, rapid change and increasing taxes in the coming years.
BNY Mellon, a leading global financial services company, has completed its purchase of I3Advisors of Toronto, an independent wealth strategy company with more than C$3.8 billion in assets under advisement. This transaction represents BNY Mellon's first wealth management acquisition in Canada. Terms of the deal were not disclosed.
BNY Mellon Wealth Management has hired Robert Pitti as senior director of portfolio management and Leigh Wasson as senior director for its San Francisco office. The hires represent the first step in a plan to add eight more professionals to the office by the end of the year. Additionally, Dustin Dippel who has been with the company since 2007 has been promoted to portfolio manager.
BNY Mellon Wealth Management has hired Karen Manning as vice president and portfolio manager for the firm's Cleveland office. Since August 2009, the wealth manager has gained momentum, adding key hires in business development, portfolio management and banking in key U.S. locations. Manning will report to William Caster, Regional President of BNY Mellon Wealth Management's Ohio region.
BNY Mellon Wealth Management has added two new senior sales directors to its Florida operations, a move designed to capitalize on its national expansion strategy. Lynn Currin, based in Sarasota joins to cover the Sarasota, Bradenton and Venice markets. She reports to Ray Ifert, regional director, BNY Mellon Wealth Management. Brendan Duffy will be based in and responsible for Naples as well as southwest Florida and he will report to Paul Dresselhaus, managing director of BNY Mellon Wealth Management's Florida West region.
BNY Mellon Wealth Management has hired Peter L. Berg as vice president and sales director to promote custody services to registered investment advisors across the U.S. A seasoned industry veteran with deep experience and contacts, Berg will report to Dan McCarron, head of the wealth manager's national custody division.
BNY Mellon Wealth Management recently hired Jane Staunton as a sales director for the wealth manager's New York-Tri-state region. Staunton, who has 30 years of experience in financial services, will be based in White Plains and report to Tom Hurlbrink, regional head of sales.
BNY Mellon Wealth Management Managing Director Eileen Foley and Senior Director Shana Warshaw have been named to the prestigious Women's Leadership Board of Harvard University's John F. Kennedy School of Government Affairs.
Capitalizing on the growing demand for private banking services from its clients, BNY Mellon Wealth Management has promoted Carolyn Kozlowski to national escrow sales manager. Kozlowski, who is based in Pittsburgh, is responsible for setting strategies for escrow sales, marketing and client service practices and will oversee the escrow sales team. She reports to Joan Bird, managing director of BNY Mellon Wealth Management's West, Central and Mid-Atlantic private banking groups.
BNY Mellon Wealth Management has hired veteran banker Edgar Murcia to manage the company's private banking business for its West Coast markets, covering California, Nevada and the Pacific Northwest. Murcia, a longtime Los Angeles resident, is based in Los Angeles and will report to Joan Bird, managing director of BNY Mellon Wealth Management's West, Central and Mid-Atlantic private banking groups.
BNY Mellon Wealth Management has hired Peter Moertl, a wealth management professional with deep investment and private banking experience serving high net worth clients, to head its International Wealth Management group. Moertl will be based in London and report to Donald J. Heberle, head of BNY Mellon's Family Office Services and International Wealth Management business.
BNY Mellon Wealth Management has hired veteran banker Lisa Simington to manage the company's private banking business for the Southeast U.S., covering Florida and Georgia. Simington, a longtime Atlanta resident now based in Tampa, Florida, will report to Tom Roberts, managing director in the private banking group headed by National Director Bill Sappington.
BNY Mellon Wealth Management is continuing to build its sales and portfolio management capacity in the Southeast US; this time with the hiring of two managing directors of sales in Florida and Georgia. Garrett Alton will be based in Atlanta and report to Georgia Chairman Dana Halberg. Timothy Goering will work in the West Palm Beach office and report to Craig Sutherland, President-Southeast U.S.
BNY Mellon Wealth Management's Ridgway Powell has been named a 2010 FIVE STAR: Best in Client Satisfaction Wealth Manager. The list, created by an independent research firm for Boston Magazine, identifies the top wealth managers for client satisfaction in the greater Boston area. Less than 7% of wealth managers in the region made the list of 400 professionals, according to research firm Crescendo Business Services.
Doris Meister, a highly regarded industry veteran, has joined BNY Mellon Wealth Management as its regional president for the New York area.
As BNY Mellon Wealth Management pursues its strategic expansion in California, the company has named Amy Millman to become regional president of San Francisco. Millman will succeed current President Jack Cortis who is to become regional chairman overseeing efforts to increase the company's community involvement and expand its presence throughout Northern California. Millman and Cortis will report to Dave Holst who heads BNY Mellon Wealth Management-West.
Joan Crain, Senior Director, Wealth Strategies and Chief Fiduciary Officer - Florida, at BNY Mellon Wealth Management, was named 2009 Trust Banker of the Year by the Florida Bankers Association's Trust, Asset Management and Private Banking Division.
The Trust Banker of the Year Award is given annually to a trust banker with an outstanding commitment to excellence demonstrated by service and involvement with the Florida Bankers Association Trust, Asset Management & Private Banking Division or Florida Trust School while participating in the growth and development of Florida's communities. Crain is chairperson of the division's legislative committee.