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 Investment Strategy and Portfolio Management team at BNY Mellon Wealth Management is responsible for developing and executing investment strategies tailored to each client's unique financial goals. They manage client portfolios, provide strategic equity advisory solutions, design model portfolio solutions, and oversee real estate finance. Leveraging their extensive expertise, the team ensures optimal asset allocation, risk management, and performance monitoring to preserve and grow wealth across diverse market conditions.

Investment Strategy and Portfolio Management

Leadership Team

Client Strategy and Relationship Management

Wealth Management Team

Investment Strategy and Portfolio Management

About

Team members

Other teams at BNY Mellon Wealth Management

Leadership Team

Client Strategy and Relationship Management

Wealth Management Team