April 25, 2018 10:35 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

Phone:

212-922-4557

Key Executives for BNY Mellon Wealth Management

President
Age: 62
Chief Financial Officer
COO & Executive Director of IWM
Managing Director
President of Operating Unit
Compensation as of Fiscal Year 2017.

BNY Mellon Wealth Management Key Developments

BNY Mellon Wealth Management Names Sheryl Linck as Senior Wealth Director

BNY Mellon Wealth Management has named Sheryl Linck as a Senior Wealth Director in Pittsburgh, PA. Linck will report to Managing Director Garrett Alton and will be working across the region focusing on growing BNY Mellon Wealth Management’s Wealth Alliance business. Linck will be engaging and leveraging teams in Pittsburgh, Cleveland and Chicago as appropriate to support this effort. Linck has 27 years of industry experience. Prior to joining BNY Mellon Wealth Management, she spent 16 years with Mellon Capital Management in various distribution leadership roles and in the field covering institutional investors.

BNY Mellon Wealth Management Names Robert Bowman as Mid-Atlantic Region Managing Director, Business Development in Philadelphia

BNY Mellon Wealth Management has named Robert Bowman as Mid-Atlantic Region Managing Director, Business Development in Philadelphia. Bowman will report to Regional President, Lee Woolley and will direct leadership for all new business activities, business development teams, and local marketing efforts from Philadelphia south through Delaware, Maryland, Washington, DC and Virginia. Prior to joining BNY Mellon Wealth Management, Bowman was Managing Director at National Securities and served as Partner and Managing Director at Snowden Lane Partners.

BNY Mellon Wealth Management Names Eric Czepyha as Head of Private Business Advisory

BNY Mellon Wealth Management has named Eric Czepyha as Head of Private Business Advisory in Columbus, Ohio. Czepyha will report to Executive Director of Advice and Fiduciary Services, Pamela Lucina and will provide expertise and guidance in the review and analysis of client business interests, including financial analysis and valuation, mergers and acquisitions, pre-transaction planning and corporate governance. Prior to joining BNY Mellon Wealth Management, Czepyha served as both Global Head of Trusts & Estates Specialty Assets and Head of Closely Held Asset Management at J.P. Morgan Private Bank.

Similar Private Companies By Industry

Company Name Region
@Visory LLC United States
1 Road Partners LLC United States
123Jump.com, Inc. United States
1509225 Ontario, Inc. United States
1650 Wealth Management, LLC United States

Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
\
 

The information and data displayed in this profile are created and managed by S&P Global Market Intelligence, a division of S&P Global. Bloomberg.com does not create or control the content. For inquiries, please contact S&P Global Market Intelligence directly by clicking here.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
The Advertising Council, Inc. United States
Tax Management Inc United States
John F. Kennedy Center For The Performing Arts United States
NYC2012, Inc. United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact BNY Mellon Wealth Management, please visit www.bnymellonwealthmanagement.com. Company data is provided by S&P Global Market Intelligence. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.