Company Overview of BNY Mellon Wealth Management
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
Founded in 1869
Key Executives for BNY Mellon Wealth Management
Chief Executive Officer, Executive Vice President, Executive Director, and Member of Operating Committee
Compensation as of Fiscal Year 2015.
BNY Mellon Wealth Management Key Developments
BNY Mellon Wealth Management Announces Executive Changes
May 22 15
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.
BNY Mellon Wealth Management Appoints Tony Depasquale as Senior Director
Mar 19 15
BNY Mellon Wealth Management has appointed Tony DePasquale as senior director. DePasquale will be based in the firm's Nevada office and will oversee the business development operations of the BNY Mellon in the region. DePasquale will join BNY Mellon from Elysien Private Wealth & Real Property, a Las Vegas-based wealth management firm, where he worked as president. Earlier in his career, DePasquale has worked with Merrill Lynch Wealth Management, the wealth management division of Bank of America, as a financial adviser.
BNY Mellon Wealth Management Appoints Yolande Escher as Wealth Director for Europe
Jan 8 15
BNY Mellon Wealth Management has appointed Yolande Escher as a wealth director for Europe, focusing on sales and business development within the region. Previously Escher was a director at Barclays Wealth & Investment Management where she led a team focusing on the 'resident non-domiciled' market in the UK. Escher is assuming a newly created role as part of the firm's global strategy, as announced by chief executive Larry Hughes in 2013 to grow business development by 50% come 2015.
Similar Private Companies By Industry
Recent Private Companies Transactions
|No transactions available in the past 12 months.|