BNY Mellon Wealth Management

  • Financial Services
  • New York NY
  • 1,013 employees
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Company Overview

Headquarters
200 Park Ave, New York NY
Website
bnymellonwealth.com
Phone
(646) 791-3414
Employees
1,013
Industry
Financial Services
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Financials & Stats

Revenue

$1,000B

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Who is BNY Mellon Wealth Management

BNY Mellon Wealth Management is a company based in New York, New York, with approximately 1,013 employees. BNY Mellon Wealth Management provides wealth management solutions to a variety of clients, including accomplished individuals, family offices, planned giving programs, endowments, and foundations. They manage approximately $300 billion in total private client assets and $2 trillion in assets under management overall. The company's Active Wealth approach is structured around five core strategies and utilizes the same practices and discipline employed in institutional asset management. This approach aims to ensure that every financial decision actively and intentionally powers clients' goals. For more information, visit bnymellonwealth.com.

Company Leadership

James Barnyak

President, West Region

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Stacie Kuhlman

Regional President

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Todd Carlton

President, Central Region

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Andy Paterson

Regional President, Central

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Ron Ambrogio

Ohio Regional President

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BNY Mellon Wealth Management Industry Tags

Wealth Management
Investment Management
Wealth & Estate Planning
Private Banking
Endowments and Foundations
Family Office Services
Planned Giving Services
Global Custody
Generational Wealth Transfer
Business Transitions
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FAQ

What is the location of BNY Mellon Wealth Management's headquarters?
The headquarters of BNY Mellon Wealth Management are situated at 200 Park Ave, New York NY
What is BNY Mellon Wealth Management's phone number?
BNY Mellon Wealth Management's contact number is (646) 791-3414.
What is BNY Mellon Wealth Management's official website?
The official website of BNY Mellon Wealth Management can be found at bnymellonwealth.com.
What is BNY Mellon Wealth Management's current revenue?
As of August 2023, BNY Mellon Wealth Management's annual revenue reached $1,000B.
How many employees does BNY Mellon Wealth Management currently have?
BNY Mellon Wealth Management employs approximately 1,013+ people as of August 2023
Which industries is BNY Mellon Wealth Management primarily operating in?
BNY Mellon Wealth Management operates in the following industries: Credit, Finance
Who is the President, West Region of BNY Mellon Wealth Management?
BNY Mellon Wealth Management's President, West Region is James Barnyak
What are BNY Mellon Wealth Management's industry tags?
BNY Mellon Wealth Management's industry tags include: Wealth Management, Investment Management, Wealth & Estate Planning

Employee Directory

Key Employees

Thomas Bindert

Sr. Vice President & Principal, BNY Wealth

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Jennifer Mariani

Specialist, Program & Project Management

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Mike Davis

Senior Technician, Client Service

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Lindsey Reiss

Sales Associate

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Jake Whitney

Principal Developer

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Kevin Worsh

Senior Vice President Client Strategist

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Stephen Strangie

Client Service Officer

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Lori Gibson

VP, Employee Program Systems Manager

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Aimee Paraso

Marketing Events & Programs, Southern U.S. & International

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