The Wealth Management Team at BNY Mellon Wealth Management is dedicated to providing customized financial solutions and exceptional wealth management services to high net worth individuals, family offices, planned giving programs, endowments, and foundations. The team comprises specialists in fiduciary services, digital client experience, real estate, private banking, portfolio management, structured lending, investment strategy, risk and compliance, and estate planning. Their collaborative approach ensures personalized strategies that preserve and grow wealth, resulting in high client satisfaction and enduring relationships.
Ann Eilander
Senior Investment Consultant A...
Ben Fastenberg
Wealth Management Real Estate ...
Brandee L. G.
Vice President - Investment & ...
Bryan Besecker
Principal Investment Strategis...
Carolina Montiel
Regional Director, Team Leader...
Christine Abramo
Regional Director Of Portfolio...
Cynthia Chambliss
Vice President - Fiduciary Spe...
David K. Hohler
Head Of Planned Giving And Reg...
Dean Diefendorf
Senior Vice President, Structu...
Eric Karlberg
Senior Regional Fiduciary Mana...
Eva-Maria Anthony
Sr. Fiduciary Specialist, SVP
Evelyn Yanyuk
Senior Portfolio Analyst
Francisco Urrutia
Wealth Management Intern
Jake Rasch
Senior Portfolio Analyst
James Murphy
TMP Portfolio Manager
Katie Damiani
Head Of Wealth Management Serv...
Kenichi Hashimoto
Senior Portfolio Analyst
Michael Lyon
Vice President - Private Banki...
Pasquale Pontoriero
Vice President, Portfolio Mana...
Paul Tartufo
Vice President - Group Manager...
Richard Bair III
Vice President, Private Bankin...
Rockwell Jackson
Vice President, Private Banker
Ryan Dahlgren
Lead Associate - Portfolio Man...
Sarah Armstrong
Vice President, Fiduciary Spec...
View all