July 22, 2017 8:02 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
Age: 62
Chief Financial Officer
Managing Director
President of Operating Unit
Compensation as of Fiscal Year 2017.

BNY Mellon Wealth Management Key Developments

Bny Mellon Wealth Management Names Brian O’Neil as Wealth Director in Denver Colorado Office

BNY Mellon Wealth Management has tapped Brian O Neil, MBA and CFP, as wealth director in the firms Denver, Colorado office. Reporting to regional president James Barnyak, O Neil is responsible for driving business development efforts around mergers and acquisitions and business succession planning.

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.

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Recent Private Companies Transactions

No transactions available in the past 12 months.

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