October 01, 2016 8:27 AM 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

Phone:

212-922-4557

Key Executives for BNY Mellon Wealth Management

Chief Executive Officer
Chief Financial Officer
Managing Director
President of Operating Unit
Compensation as of Fiscal Year 2016.

BNY Mellon Wealth Management Key Developments

BNY Mellon Wealth Management Names Thomas Dicker as President, US Markets

BNY Mellon wealth management has named Thomas Dicker as president, US markets, based in Boston. In his new role, Dicker will oversee the 38 wealth offices throughout the US. Dicker, who most recently served as the firm's chief operating officer, is responsible for driving growth and delivering a superior client experience across the firm's regional markets and has held several other key leadership positions and client-facing roles during his 29 years with BNY Mellon including overseeing the acquisition of the firm's offices in Toronto, Chicago and Menlo Park.

BNY Mellon Wealth Management Appoints Jasmine Yu as Director of Manager Research and Monitoring

BNY Mellon Wealth Management has appointed Jasmine Yu as its director of manager research and monitoring at its New York office. Prior to this appointment, Yu worked for Bank of America Merrill Lynch as its head of global fixed income due diligence, senior portfolio management team leader. She has also worked with Abu Dhabi Investment Council, Franklin Templeton Investments and Northern Trust Global Advisors.

BNY Mellon Wealth Management Announces Executive Changes

BNY Mellon Wealth Management has appointed Donald Heberle as its new CEO, replacing Lawrence Hughes. Hughes, current CEO, is set to retire from his role on 30 June 2015. He will continue in an advisory position within BNY Mellon Investment Management, having served 24 years with the firm. In the new role, Heberle will be based in New York, where he will be tasked with helping direct the long-term growth and expansion strategy that the wealth management leadership team has been driving for the last couple of years. Heberle has held various key leadership roles at BNY Mellon, where he joined in 1997. He serves as executive director of client advice and international wealth management, which makes him responsible for managing the firm's international wealth management business, its family wealth advisory and wealth and estate strategist groups and client service delivery strategy. Earlier, he also served as the firm's executive director for the family office and international wealth management businesses, director of investment strategy for private wealth management group, as well as developed and implemented tax-managed equity investment process.

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