August 27, 2014 5:54 PM ET

Capital Markets

Company Overview of BNY Mellon Wealth Management

Company Overview

BNY Mellon Wealth Management is a privately owned investment manager. The firm provides fiduciary, wealth protection and transfer, philanthropic, asset specific analysis and planning, and estate settlement and administration services to its clients. It also provides trustee services, planning, coordination and communication with donors and beneficiaries, tax planning and preparation, generation skipping trusts, life insurance trusts, living trusts, business succession and transfer issues, charitable trusts, pooled income funds, planned charitable giving, private foundations, business ownership, concentrated wealth, executive compensation, retirement planning and IRAs, asset valuation and dis...

200 Park Avenue

New York, NY 10166

United States

Founded in 1869



Key Executives for BNY Mellon Wealth Management

Chief Executive Officer
Chief Financial Officer
Chief Operating Officer
Managing Director and Regional President
Compensation as of Fiscal Year 2014.

BNY Mellon Wealth Management Key Developments

BNY Mellon Wealth Management Names Jon Soto as New Managing Director of Portfolio Management for the Florida East Region

BNY Mellon Wealth Management has named Jon Soto as new managing director of portfolio management for the Florida East region. In his new role, Soto will manage all the portfolio management teams in Fort Lauderdale, West Palm Beach, Boca Raton and Miami, according to Bank Investment Consultant. Additionally, he will also work with his counterparts on Florida's West Coast to strengthen the firm's client satisfaction and retention rates. Soto, who joined BNY Mellon in 2008, has served as portfolio management team leader in Fort Lauderdale since 2012. Soto has joined BNY Mellon from super-regional bank, where he served as senior vice president and managing director at its Miami-Dade County wealth management office.

BNY Mellon Wealth Management Hires Clare McCoy as New Wealth Director for Business Development in New Jersey

BNY Mellon Wealth Management has appointed Clare McCoy as new wealth director for business development in its Madison, N.J. office. Based in New Jersey, McCoy will report to managing director Katia Friend who heads sales efforts for the firm's New York Tri-State region. In his new role, McCoy will be responsible for expanding the firm's sales and wealth management teams in key US wealth markets. Prior to joining BNY Mellon, McCoy most recently served as a vice president and client advisor at PNC Bank in Monmouth County, N.J. Earlier to this, she also served as a senior vice president in sales with Bank of America (Fleet Bank) in Boston, Mass managing high-net-worth client relationships.

BNY Mellon Wealth Management Announces Management Appointments

BNY Mellon Wealth Management has expanded its business development in New York, Chicago, San Francisco and Philadelphia by making six new senior hires. BNY Mellon has appointed two senior directors for business development in New York. James Horvath, formerly a senior vice president at Atlantic Asset Management, will oversee BNY Mellon's nonprofit wealth management practice in New York, while Michael Puleio, a small business specialist and financial advisor previously with MetLife, will be responsible for developing business in the greater New York, New Jersey Tri-State region. Additionally, BNY Mellon has added three senior directors of business development to its family office services group, where Margaret O'Leary joined the group in San Francisco while Kelly Mullaney Dean and Thomas Smith joined in Chicago. Furthermore, BNY Mellon appointed Belin Robertson as a senior director for business development to its wealth management team in Philadelphia. Christopher Benson, a former portfolio manager and senior investment consultant at Northern Trust, has appointed as a senior portfolio manager in Denver.

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