NEW YORK, Oct. 3, 2018 /PRNewswire/ -- BNY Mellon, a global leader in investment services and investment management, today announced that it has appointed Avi Shua as Technology Lead for Wealth Management, effective immediately. Mr. Shua will report to BNY Mellon's Chief Information Officer, Bridget Engle, and Wealth Management CEO, Catherine Keating. Mr. Shua will be a member of the Technology Executive Committee and Wealth Management leadership team.
"Avi is a proven leader in building complex global technology platforms," said Ms. Engle. "His business-centric approach, coupled with his proven track record of designing resilient technology solutions, will be critical as the bank looks to grow its wealth management business."
Mr. Shua joins from Goldman Sachs, where he was the Global Head of Private Wealth Management Technology and was a member of the Goldman Sachs Technology Executive Leadership Group. In 2008, he was appointed and served as the first Chief Information Officer for the newly-formed Goldman Sachs Bank USA. Earlier during his 25-year tenure at Goldman Sachs, Mr. Shua held senior roles in the investment, merchant banking and asset management technology organizations.
"Our clients value wealth advice enhanced by technology," said Ms. Keating. "We look forward to working with Avi to drive new insights and new ways to serve our clients."
Mr. Shua earned a bachelor's degree, with a major in Computer Science and Economics, and an MBA, with a major in Finance, from New York University.
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ABOUT BNY MELLON WEALTH MANAGEMENT
BNY Mellon Wealth Management is a leading wealth manager. In 2017, it was ranked as a Top 10 U.S. Wealth Manager by Barron's. It was also awarded Best Private Bank for Customer Service in the U.S. by Financial Times publications Professional Wealth Management and The Banker. The firm has more than two centuries of experience in providing services to clients who today include financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has $254 billion in total client assets, as of June 30, 2018, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which provides investment management, custody, wealth and estate planning and private banking services, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. For more information go to bnymellonwealth.com or follow us on Twitter @BNYMellonWealth.
ABOUT BNY MELLON
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries. As of June 30, 2018, BNY Mellon had $33.6 trillion in assets under custody and/or administration, and $1.8 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.
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