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 Data and Analytics team at BNY Mellon Wealth Management is responsible for leveraging data-driven insights to enhance client service and optimize portfolio performance. By employing advanced analytics, machine learning, and reporting tools, this team provides critical support for wealth management strategies, enabling personalized client experiences and informed decision-making across various wealth management disciplines. Their work ensures that client relationships are strengthened through tailored recommendations and strategic analysis.

Data and Analytics

Leadership Team

Client Strategy and Relationship Management

Data and Analytics

About

Team members

Other teams at BNY Mellon Wealth Management

Leadership Team

Leadership Team

Client Strategy and Relationship Management