MANAGEMENT TEAM

       
Donald J. Heberle Chief Executive Officer
Rick Adams Operational Risk Manager
Thomas J. Dicker Chief Operating Officer
Christina Drago Managing Director – Human Resources
David Emmes President, U.S. Markets – West
Leo P. Grohowski Chief Investment Officer
Renee LaRoche-Morris Chief Financial Officer
Doris P. Meister President, U.S. Markets – Tri-State
Donald Quattrucci Executive Director - Business Development
Bill E. Sappington Executive Director – Private Banking
Erich Smith Executive Director – Family Office and Charitable Solutions
Timothy M. Tully, Jr. President, U.S. Markets – East
Donald J. Heberle
Chief Executive Officer

Don Heberle is Chief Executive Officer of BNY Mellon Wealth Management. One of the top 10 U.S. wealth managers, BNY Mellon Wealth Management provides wealth planning, investment management and banking services to individuals and families, family offices, and charitable gift programs through a national network of offices. BNY Wealth Management also has locations in key global markets.

Rick Adams
Operational Risk Manager

Rick Adams is the operational risk manager for BNY Mellon Wealth Management. In this role, he manages a large team of professionals who oversee all risk and control activities for the company's wealth management business.

Thomas J. Dicker
Chief Operating Officer

Thomas Dicker is chief operating officer of BNY Mellon Wealth Management. In this role, he oversees operations, technology, marketing, strategic planning, training, employee engagement ,major projects and administration for the wealth management business.

Christina Drago
Managing Director – Human Resources

Christina Drago is managing director of human resources for BNY Mellon Wealth Management.

David Emmes
President, U.S. Markets – West

David Emmes is president of U.S. Markets – West which consists of Southern California Century City and Newport Beach), Northern California, Washington, Nevada, Colorado and the Texas region. In this role, he manages the investment management, wealth planning, and private banking services for

Leo P. Grohowski
Chief Investment Officer

Leo Grohowski is chief investment officer of BNY Mellon Wealth Management. He leads all investment strategy and investment management functions for the wealth management organization, and is chairman of the Investment Policy Committee. Leo is also a member of BNY Mellon’s Operating Committee, Benefits Investment Committee, Investment Ethics Council, and the Compliance, Ethics & Conflicts Committee. The Operating Committee, comprised of the firm’s top executives, executes strategies and implements policies. The Benefits Investment Committee oversees the Bank’s Pension and 401(k) plans.

Renee LaRoche-Morris
Chief Financial Officer

Renee LaRoche-Morris is chief financial officer for BNY Mellon Wealth Management. In this role, she is responsible for the development and execution of key financial and operational strategies. She is also responsible for the development, tracking and dissemination of actionable management information designed to accelerate income growth, preserve company assets and report accurate financial results.

Doris P. Meister
President, U.S. Markets – Tri-State

Doris P. Meister is president of U.S. Markets – Tri-State region, which includes New York, New Jersey and Connecticut. In addition, she heads the region and co-heads our national investment management, wealth planning, and private banking services for individuals, families, endowments and foundations.

Donald Quattrucci
Executive Director - Business Development

Don Quattrucci is an executive director for BNY Mellon Wealth Management. In this role, he oversees business development and leads BNY Mellon Wealth Management's sales strategy to achieve new business goals.

Bill E. Sappington
Executive Director – Private Banking

Bill E. Sappington is an executive vice president and head of private banking for BNY Mellon Wealth Management. In this role, he oversees private banking in all of the company’s markets throughout the country and is responsible for leading the expansion and successful implementation and delivery of banking services to private clients. Mr. Sappington is a member of BNY Mellon’s Operating Committee. This committee, which comprises the firm’s top executives, executes strategies and implements policies. He also serves on the board of I3 Advisers, a Canadian affiliate of BNY Mellon Wealth Management located in Toronto.

Erich Smith
Executive Director – Family Office and Charitable Solutions

Erich Smith is executive director of BNY Mellon Wealth Management's Family Office and Charitable Solutions. In this role, he is responsible for overseeing Family Office and Charitable Gift Services.

Timothy M. Tully, Jr.
President, U.S. Markets – East

Timothy Tully, Jr. is president of U.S. Markets – East which consists of New England, Mid-Atlantic, Western Pennsylvania, Ohio and the Southeast. In this role, he manages the investment management, wealth planning, and private banking services for individuals, families, endowments and foundations. He is a member of BNY Mellon’s Operating Committee.

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