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



Key Executives for BNY Mellon Wealth Management

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.

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Recent Private Companies Transactions

No transactions available in the past 12 months.

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