BNY Mellon Wealth Management is one of the nation’s top 10 wealth managers.  Combining the strengths of a global financial leader with the care and commitment of a small firm, we draw upon leadership in all wealth management disciplines, offering an extensive range of resources that are customized to serve the unique needs of each client. 

We believe that preserving wealth is just as important as creating it. That’s why we bring exceptional knowledge and innovative wealth management solutions to high net worth individuals, family offices, planned giving programs, endowments and foundations. Our practice of applying expert capabilities consistently for each client’s individual circumstance has resulted in a high level of client satisfaction and enduring relationships that span market cycles and generations.


*BNY Mellon Wealth Management conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation.

Banking

Insurance

Investment Management

BNY Mellon Wealth Management

Catherine M. Keating

Melissa Sexton

Rick Calero

Christine Curtiss Gill

Sinead Colton Grant

Lynne Sawyer

Erica Lord

Donna Kerrigan

The Business Development and Analysis team at BNY Mellon Wealth Management focuses on driving growth and strategic initiatives through data-driven decision-making and market analysis. They are responsible for identifying new business opportunities, optimizing pricing and deal models, enhancing client reporting, and ensuring efficient project management. By leveraging their expertise in business planning and analytics, they support regional and national sales efforts and contribute to high client satisfaction and long-lasting relationships.

Business Development and Analysis

Leadership Team

Client Strategy and Relationship Management

Wealth Management Team

Business Development and Analysis

About

Team members

Other teams at BNY Mellon Wealth Management

Leadership Team

Client Strategy and Relationship Management

Wealth Management Team