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 Wealth Management Team at BNY Mellon Wealth Management provides tailored financial advisory services to high-net-worth individuals, family offices, and institutional clients. Leveraging the expertise of senior wealth managers and wealth managers, the team delivers customized wealth preservation and growth strategies, fiduciary services, and comprehensive financial planning to ensure client satisfaction and long-term relationship building across market cycles and generations.

Wealth Management Team

Leadership Team

Client Strategy and Relationship Management

Wealth Management Team

About

Team members

Other teams at BNY Mellon Wealth Management

Leadership Team

Client Strategy and Relationship Management