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 Client Strategy and Relationship Management team at BNY Mellon Wealth Management focuses on developing and implementing tailored financial strategies to meet the unique needs of high net worth clients, family offices, endowments, and foundations. Responsible for forming and maintaining strong client relationships, this team ensures that clients receive personalized advice and exceptional service. They work collaboratively to provide expertise in investment management, strategic lending, and comprehensive wealth planning solutions, thereby fostering long-term client satisfaction and loyalty.

Client Strategy and Relationship Management

Leadership Team

Wealth Management Team

Client Strategy and Relationship Management

About

Team members

Other teams at BNY Mellon Wealth Management

Leadership Team

Wealth Management Team