Sep 27, 2018, 09:00 ET
NAPLES, Fla., Sept. 27, 2018 /PRNewswire/ -- BNY Mellon Wealth Management has named Paul J. Simon as Senior Director, Wealth Manager in Naples, Florida. Simon will report to Senior Director and Team Leader David J. Maksymetz and will be responsible for managing client relationships covering all aspects of wealth management advice including investments, planning and banking.
"Paul has 30 years of experience in the financial services industry. This familiarity with our industry will enable him to provide our clients with exceptional advice tailored to their individual needs," said Maksymetz. "As our Naples office continues to grow and gain market share, I am confident that Paul will support our efforts and help us continue our double-digit growth rate in southwest Florida. We are thrilled to welcome Paul to the team."
Prior to joining BNY Mellon Wealth Management, Simon was Vice President and Portfolio Manager at Stoney Creek Advisors, where he managed multiasset model portfolios. Prior to this role, Simon spent 12 years as Chief Investment Officer for Tactical Allocation Group LLC, where he managed global tactical ETF portfolios.
Simon holds a Bachelor of Science in Finance from Wayne State University in Detroit, Michigan. He is a Certified Investment Management Consultant (CIMC) from the Investments and Wealth Management Institute.
Contact: Erin Daigle, BNY Mellon Wealth Management, 617-722-7384, [email protected]
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.
SOURCE BNY Mellon Wealth Management
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