Page 5 - Active Wealth News Today

/PRNewswire/ -- BNY Mellon Wealth Management named Huma Mohiuddin as market president, Pittsburgh. In this role, she will lead the regions wealth management...

/PRNewswire/ -- BNY Mellon Wealth Management named David Heck as senior client strategist. In this role, he works with ultra-high-net-worth families, business...

/PRNewswire/ -- BNY Mellon Wealth Management named David Heck as senior client strategist. In this role, he works with ultra-high-net-worth families, business...

The Financial Services Compensation Scheme (FSCS) has declared three British Steel Pension Scheme (BSPS) advice firms in default.

/PRNewswire/ -- New findings from a BNY Mellon Wealth Management Private Banking Study suggest that concierge services arent enough to lure wealthy clients to...

BNY Mellon Wealth Management Appoints Karen Wawrzaszek As Regional President in Washington DC News provided by Share this article Share this article NEW YORK, May 27, 2021 /PRNewswire/ -- BNY Mellon Wealth Management named Karen Wawrzaszek as the new Regional President for the DC area. She succeeds Camille Alexander, who was appointed Head of Sales-Investor Solutions, BNY Mellon Wealth Management. Karen will lead the DC office and focus on client relationships, COI interactions, product, servi...

Share this article Share this article TAMPA, Fla., May 5, 2021 /PRNewswire/ -- BNY Mellon Wealth Management named Bryce Walker as Senior Client Strategist. In this role, Bryce will work with ultra-high-net-worth families, including business owners, corporate executives, private equity and hedge fund principals, family offices, as well as foundations and endowments on their comprehensive wealth needs. Bryce is based in Tampa and reports to the Market President, Sean Maguire. Bryce Walker, Senio...

BNY Mellon Wealth Management Named Dora Present Lewin Senior Client Strategist in Miami News provided by Share this article Share this article MIAMI, April 13, 2021 /PRNewswire/ -- BNY Mellon Wealth Management named Dora Present Lewin as Senior Client Strategist. In this role, Dora will work with ultra-high-net-worth families, including business owners, corporate executives, private equity and hedge fund principals, family offices, as well as foundations and endowments on their comprehensive we...

BNY Mellon Wealth Management Names Carolina Montiel as Regional Director, Team Leader, in Atlanta, GA News provided by Share this article Share this article ATLANTA, April 6, 2021 /PRNewswire/ -- BNY Mellon Wealth Management has appointed Carolina Montiel as Regional Director, Team Leader in Atlanta, GA. In this role, she will oversee implementation and client servicing of our custom-tailored investment and wealth management solutions in the region. Carolina will be based in Atlanta and repor...

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