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Feb 03, 2021, 08:30 ET BNY Mellon Wealth Management Adds Senior Client Strategist in Newport Beach, CA

BNY Mellon Wealth Management has today announced the appointment of Kevin May as Senior Client Strategist in Newport Beach, CA. Kevin supports our...

Jan 05, 2021, 08:30 ET BNY Mellon Wealth Management Announces Charmaine Tang as Senior Client Strategist in Dallas, TX

BNY Mellon Wealth Management has announced the appointment of Charmaine Tang to Senior Client Strategist. In the role, she will support the complex...

Dec 14, 2020, 10:06 ET BNY Mellon Wealth Management Announces Laura Kaplan as Market President in Miami, FL

BNY Mellon Wealth Management has named Laura Kaplan as Market President in Miami, FL where she leads the region's wealth management practice. In this ...

Dec 09, 2020, 08:30 ET BNY Mellon Wealth Management Appoints Vincent Hayes as Head of Global Family Office

BNY Mellon Wealth Management has appointed Vincent Hayes as Head of the Global Family Office segment. Vincent will join the Wealth Management...

Dec 01, 2020, 08:30 ET BNY Mellon Wealth Management Announces Dawn Guffey as Senior Director in Naples, FL

BNY Mellon Wealth Management has announced the appointment of Dawn Guffey to Senior Director, Wealth Management, where she is responsible for...

Nov 18, 2020, 08:30 ET BNY Mellon Wealth Management Names Adam Innerst as Market President in Houston, TX

BNY Mellon Wealth Management named Adam Innerst as Market President in Houston, TX to lead the region's wealth management practice, with...

Oct 15, 2020, 08:30 ET BNY Mellon Wealth Management Names Michael Dawkins as Market President in Atlanta, GA

BNY Mellon Wealth Management has appointed Michael Dawkins as Market President in Atlanta, GA. In this role, he will oversee all aspects of the...

Oct 13, 2020, 08:30 ET BNY Mellon Wealth Management Names Audrianna Sibiski as Senior Client Strategist in Menlo Park, CA

BNY Mellon Wealth Management has named Audrianna Sibiski as Senior Client Strategist, based in Menlo Park, CA. She will work with high-net-worth...

Oct 08, 2020, 09:10 ET BNY Mellon Wealth Management Names Edward Mora as Regional President in Orange County, CA

BNY Mellon Wealth Management has named Edward Mora as a Regional President in Orange County, CA. Ed will be responsible for leading all aspects of...

Oct 07, 2020, 08:48 ET BNY Mellon Wealth Management Names Greg Teegen as Senior Client Strategist in Chicago, IL

BNY Mellon Wealth Management has named Greg Teegen as Senior Client Strategist, based in Chicago, IL and covering the Midwest. He will work with our...

Sep 29, 2020, 09:52 ET BNY Mellon Wealth Management Names Matthew Santangelo as New England Regional Head of Client Strategy and Business Development in Boston, MA

BNY Mellon Wealth Management has appointed Matthew Santangelo as New England Regional Head of Client Strategy and Business Development. In this role, ...

Sep 24, 2020, 08:30 ET BNY Mellon Wealth Management National Philanthropic Study Finds Spike in New Planned Gifts and Average New Gift Amounts for 2019

A new study released today by BNY Mellon Wealth Management's Planned Giving Practice reveals that, despite concerns the 2017 Tax Cuts and Jobs Act...

Sep 22, 2020, 12:57 ET BNY Mellon Wealth Management names Heidi Simpson-Sandoval as Institutional Senior Client Strategist in Los Angeles, CA

BNY Mellon Wealth Management has appointed Heidi Simpson-Sandoval as Institutional Senior Client Strategist, based in Los Angeles. She reports...

Sep 08, 2020, 09:51 ET BNY Mellon Wealth Management Names Christine Calderon as Client Strategist in Chicago, IL

BNY Mellon Wealth Management has appointed Christine Calderon as a Client Strategist in Chicago. Reporting directly to Chicago Regional President...

Aug 31, 2020, 10:28 ET BNY Mellon Wealth Management names Jennifer Barnaby as Senior Client Strategist in Atlanta, GA

BNY Mellon Wealth Management has appointed Jennifer Barnaby as a Senior Client Strategist, working with high-net-worth individuals, family offices,...

Aug 27, 2020, 12:28 ET BNY Mellon Wealth Management Names W. Charles Cook as Senior Wealth Manager in Boston, MA

BNY Mellon Wealth Management has appointed W. Charles Cook ("Chuck") as a Senior Wealth Manager. In this role, he is responsible for advising...

Aug 25, 2020, 09:27 ET BNY Mellon Wealth Management Names Nakia Maddox-Eubanks as a Senior Wealth Manager in Boston, MA

BNY Mellon Wealth Management has appointed Nakia Maddox-Eubanks as a Senior Wealth Manager, responsible for advising high-net-worth clients and...

Aug 24, 2020, 12:47 ET BNY Mellon Wealth Management Names Lynne Sawyer as Senior Group Manager, Deposit Product Management

BNY Mellon Wealth Management has appointed Lynne Sawyer as Senior Group Manager, Deposit Product Management. In this newly created role, she will...

Aug 03, 2020, 09:28 ET BNY Mellon Wealth Management Names Julie Alcala as Senior Wealth Strategist in Chicago, IL

BNY Mellon Wealth Management has named Julie Alcala as Senior Wealth Strategist, based in Chicago, IL. She will work with high-net-worth individuals, ...

Jul 29, 2020, 09:44 ET BNY Mellon Wealth Management Names Larry Tekler as Senior Director, Team Leader in Newport Beach, CA

BNY Mellon Wealth Management has named Larry Tekler as Senior Director, Team Leader in Newport Beach, CA. Larry leads a talented group of Wealth...

Jul 23, 2020, 09:42 ET BNY Mellon Wealth Management Names Barry McKenzie as Market President in Naples, FL

BNY Mellon Wealth Management has named Barry McKenzie as Market President in Naples, FL. In this role, Barry manages product and service delivery for ...

Jul 20, 2020, 10:10 ET BNY Mellon Wealth Management Names Kent Moegerle as Southeast Regional President

BNY Mellon Wealth Management has appointed Kent Moegerle as Southeast Regional President, overseeing the Atlanta, Fort Lauderdale, Miami, Naples,...

Jul 16, 2020, 09:30 ET BNY Mellon Wealth Management Names Sinead Colton Grant as Deputy Chief Investment Officer and Head of Equities

BNY Mellon Wealth Management has appointed Sinead Colton Grant as Deputy Chief Investment Officer and Head of Equities. In this newly created role...

May 20, 2020, 10:02 ET BNY Mellon Wealth Management Names Steve Kutz as Regional President in Los Angeles, CA

BNY Mellon Wealth Management has named Steve Kutz as a Regional President in Los Angeles, CA. In this role, he will oversee all aspects of the Wealth ...

May 19, 2020, 14:14 ET BNY Mellon Wealth Management Names Elizabeth Luk as Head of BNY Mellon Trust of Delaware

BNY Mellon Wealth Management has named Elizabeth Luk as Head of BNY Mellon Trust of Delaware, which administers trusts for fiduciary clients where...