BNY Mellon Wealth Management Names Claudine Welti as Senior Wealth Director in New York

NEW YORK – BNY Mellon Wealth Management has named Claudine Welti Senior Wealth Director in New York. Welti will report to Managing Director Katia Friend, and will be responsible for new business development in the Tri-State region.

“As a 23 year veteran of the financial services industry, Claudine is highly experienced in working with wealthy individuals and their families. Her proven record of developing and cultivating deep, long-term business relationships highlights her commitment to helping her clients reach their personal, professional and philanthropic goals using specialized wealth management solutions”, said Friend. “She is a welcome addition to the team and will complement and enhance the wealth management division’s continued growth effort in the Tri-State region.”

Prior to joining BNY Mellon Wealth Management, Welti was in the New York office of U.S. Trust, Bank of America for 8 years, most recently as a Senior Vice President and Private Client Advisor.  She worked with high net-worth individuals and families, as well as foundations and endowments to design and implement integrated wealth strategies, incorporating investments, credit and planning. Previously, Welti was an Executive Director at Oppenheimer & Co. and CIBC World Markets for 9 years where she worked in Institutional U.S. Equity Sales covering large, institutional investment clients in NY and the Mid-Atlantic.

In addition to her wealth management work, Claudine is a board member of Northside Center for Child Development.  She holds a Bachelor of Business Administration from Hofstra University and a Master of Arts in Law and Diplomacy from The Fletcher School at Tufts University.

Contact: Lucy Muscarella, Elevate Communications, 617-312-6411, lmuscarella@elevatecom.com

About BNY Mellon Wealth Management

BNY Mellon Wealth Management is a leading wealth manager. In 2016 it was named by Family Wealth Report as the top U.S. Private Bank and rated the Top Private Bank for Family Offices by Professional Wealth Management magazine. Barron’s ranked it the 10th largest U.S. wealth manager in 2017. The firm has more than two centuries of experience in providing services to clients who today include financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has $231 billion in total client assets, as of September 30, 2017, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which provides investment management, custody, wealth and estate planning and private banking services, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. For more information go to bnymellonwealth.com or follow us on Twitter @BNYMellonWealth.

About BNY Mellon

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. As of Sept. 30, 2017, BNY Mellon had $32.2 trillion in assets under custody and/or administration, and $1.8 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

###

 

BNY Mellon Wealth Management’s Justin T. Miller Receives V. Judson Klein Award

Award Granted by the State Bar of California Taxation Section

SAN FRANCISCO BNY Mellon Wealth Management is proud to announce that National Wealth Strategist Justin T. Miller has been named the 2017 recipient of the prestigious V. Judson Klein Award from the State Bar of California Taxation Section. The award is presented on an annual basis to a California attorney in mid-career who exemplifies imaginative intellect, a true passion for the law, great personal integrity and legal professionalism. Miller accepted the award on November 2, 2017 at the Annual Meeting of the California Tax Bar and California Tax Policy Conference awards luncheon in Carlsbad, California.

Miller joined BNY Mellon Wealth Management in 2011, and works collaboratively with other advisors to provide comprehensive wealth planning advice to clients and their families. In addition to his prominent position at BNY Mellon Wealth Management, he is an adjunct professor at Golden Gate University School of Law, a Fellow of the American College of Trust and Estate Counsel and a Fellow of the American Bar Foundation. Miller also is a sought-after speaker on tax, estate planning and family governance topics at leading conferences throughout the country.

“Justin is a huge asset to our team and a leader in family governance issues nationally,” said Pamela Lucina, executive director of Advice, Planning and Fiduciary Services for BNY Mellon Wealth Management. “We are thrilled that he has been recognized in this way; he is extremely deserving of the accolades.”

In addition to the V. Judson Klein award, Miller recently received the 2016-2017 Outstanding Conference Speaker Award from the California Society of Certified Public Accountants (CalCPA) at the organization’s annual meeting in June of 2017. CalCPA is the largest statewide professional association of certified public accountants in the United States.

Prior to joining BNY Mellon Wealth Management, Miller was an attorney at a major law firm, where he advised high net worth clients regarding tax-efficient estate and business succession planning, trust law and management, and asset preservation. He earned a Master of Laws in taxation and a Juris Doctor from New York University School of Law and a bachelor’s degree from the University of California at Berkeley. Miller also has served as an executive committee member of the State Bar of California Taxation Section, an executive committee member of the Los Angeles County Bar Association Taxation Section, the chair of the Century City Bar Association Taxation Section, a member of the board of directors of the California Bar Foundation and the editor-in-chief of the California Tax Lawyer.

Contact: Lucy Muscarella, Elevate Communications, 617-312-6411, lmuscarella@elevatecom.com

About BNY Mellon Wealth Management

BNY Mellon Wealth Management is a leading wealth manager. In 2016 it was named by Family Wealth Report as the top U.S. Private Bank and rated the Top Private Bank for Family Offices by Professional Wealth Management magazine. Barron’s ranked it the 10th largest U.S. wealth manager in 2017. The firm has more than two centuries of experience in providing services to clients who today include financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has $231 billion in total client assets, as of September 30, 2017, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which provides investment management, custody, wealth and estate planning and private banking services, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. For more information go to bnymellonwealth.com or follow us on Twitter @BNYMellonWealth.

About BNY Mellon

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. As of Sept. 30, 2017, BNY Mellon had $32.2 trillion in assets under custody and/or administration, and $1.8 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

###

BNY Mellon Wealth Management Named “Best Private Bank for Intergenerational Wealth Management” by Global Finance

BOSTON – BNY Mellon Wealth Management is proud to announce that it has been selected as a global winner for Best Private Bank for Intergenerational Wealth Management by Global Finance magazine. Global Finance announced its third annual World’s Best Private Banks Awards for 2018 on October 24, 2017.

“We take pride in helping our clients achieve the unique goals and vision they have laid out for their families and their legacy by coordinating the right strategy, resources and support to meet the needs of different generations,” said BNY Mellon Wealth Management CEO Don Heberle. “We have refined our expertise over centuries and are proud of our work with families spanning as many as six generations. Our effective wealth planning is achieved through diligent management, the highest fiduciary standards of service, and proactive counsel, so we are honored to be recognized for this award.”

Global Finance’s prestigious awards and recognition programs are backed by its 30-year editorial legacy. In addition to entry submissions, Global Finance reviewed market research and obtained input from industry analysts, corporate executives and other users of private banking services, to inform their selections. Performance was judged over the period covering July 1, 2016 through June 30, 2017.

“Our experience providing investment management, wealth and estate planning, and private banking services over the past two centuries is unmatched, yet we remain dedicated to innovation to best meet the needs of our next generation of clients,” said Pam Lucina, executive director of Advice, Planning and Fiduciary Services for BNY Mellon Wealth Management. “I am thrilled that our expertise and approach was recognized by this global award.”

Awards will be presented at a gala event on February 7, 2018 at the Harvard Club of New York City. Global Finance will publish the award winners in its December issue.

CONTACT: Lucy Muscarella, Elevate Communications, lmuscarella@elevatecom.com, 617-312-6411

About BNY Mellon Wealth Management

BNY Mellon Wealth Management is a leading wealth manager. In 2016 it was named by Family Wealth Report as the top U.S. Private Bank and rated the Top Private Bank for Family Offices by Professional Wealth Management magazine. Barron’s ranked it the 10th largest U.S. wealth manager in 2017. The firm has more than two centuries of experience in providing services to clients who today include financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has $231 billion in total client assets, as of September 30, 2017, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which provides investment management, custody, wealth and estate planning and private banking services, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. For more information go to bnymellonwealth.com or follow us on Twitter @BNYMellonWealth.

About BNY Mellon

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. As of Sept. 30, 2017, BNY Mellon had $32.2 trillion in assets under custody and/or administration, and $1.8 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

###

‘Girls Who Invest’ Founder and Chair Seema R. Hingorani Discusses Mission to Set Women Up For Success in Asset Management

Entrepreneur Shares Goals for Women in Financial Services at BNY Mellon Wealth Management “Game Changers” Event

BOSTON, November 3, 2017 – BNY Mellon Wealth Management, a global investment management and investment services company, hosted Girls Who Invest Founder and Chair Seema R. Hingorani for an interactive discussion as part of its “Game Changers” speaker series. At the event, held on November 2 at the BNY Mellon Wealth Management offices in Boston, Hingorani discussed Girls Who Invest’s mission to increase the number of women in asset management. The discussion was moderated by Vicary Graham, BNY Mellon Wealth Management president, New England.

While fields such as academia, medicine and law have become increasingly more diverse, asset management has lagged behind. In fact, over the last six years, the number of female investment managers in the U.S. has fallen. Today, diversity in asset management worldwide is at a startling low, with women and minorities running just 1.1% of the industry’s $71.4 trillion of assets[1]. Hingorani is committed to increasing both the supply and demand sides of the issue, with a goal of having 30 percent of the world’s investable capital managed by women by the year 2030.

When Hingorani was CIO for New York City Retirement Systems ($160 billion in assets), she recognized the dearth of women and minorities on investment teams, as well as the pipeline problem holding the industry back. She founded non-profit Girls Who Invest in 2015, in order to provide more college-aged women with the education, experience and community they need to launch a successful career in the industry. To date, Girls Who Invest has empowered 382 young women, sending a total of 90 undergraduates through their flagship 10-week Summer Intensive Program and another 292 through two additional online learning programs which launched this summer.

In her remarks Hingorani highlighted why it is critically important to bring diversity to the stewardship of capital and the solutions needed to change the face of the industry.

“We were honored to offer our guests a glimpse into the important work Seema is doing to inspire more girls and women to choose a career in investment management,” said Graham. “Her work to grow the pipeline of talented and motivated young women and prepare them with the knowledge and experience necessary to succeed is crucial to the future of our industry. We are pleased she was willing to share her insights and perspectives with BNY Mellon Wealth Management clients and guests.”

“During my time with the New York City Pension Funds, I heard from the leadership of many asset management firms that they wanted to diversify their investment teams, but they weren’t getting resumes from women. So I decided it was time to fix this issue. And that is what we have been doing through Girls Who Invest. We find and train the best and brightest young college women from diverse backgrounds across the country and secure for them paid internships at leading asset management firms around the world. It’s a simple approach and it seems to be working well which is very exciting,” said Hingorani.

Now in its second year, the “Game Changers” series explores women’s entrepreneurial and leadership successes through conversations with exceptional women who have forged their own paths and have insights to share.

Contact:

Lucy Muscarella, Elevate Communications, 617-312-6411, lmuscarella@elevatecom.com (BNY Mellon)

Julia B. Mellon, Bliss Integrated Communication, 212-584-5474, GWI@blissintegrated.com (Girls Who Invest)

About BNY Mellon Wealth Management

BNY Mellon Wealth Management is a leading wealth manager. In 2016 it was named by Family Wealth Report as the top U.S. Private Bank and rated the Top Private Bank for Family Offices by Professional Wealth Management magazine. Barron’s ranked it the 10th largest U.S. wealth manager in 2017. The firm has more than two centuries of experience in providing services to clients who today include financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has $231 billion in total client assets, as of September 30, 2017, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which provides investment management, custody, wealth and estate planning and private banking services, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. For more information go to bnymellonwealth.com or follow us on Twitter @BNYMellonWealth.

About BNY Mellon

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. As of Sept. 30, 2017, BNY Mellon had $32.2 trillion in assets under custody and/or administration, and $1.8 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

About Girls Who Invest

Girls Who Invest is a non-profit organization founded in April 2015 dedicated to inspiring and empowering young women to pursue careers in asset management—a field challenged by a lack of diversity. We are committed to changing this imbalance. Our goal is to see 30% of the world’s investable capital managed by women by 2030. Our approach is simple and practical: create a pipeline of talented, motivated young women through an intensive educational program, a meaningful paid internship experience and a robust ongoing community. For more information, visit www.girlswhoinvest.org.

[1] From the Bella Research Group, Diverse Asset Management Project Firm Assessment, May 2017.

BNY Mellon Wealth Management Named Best Private Bank in U.S. for Customer Service by Global Private Banking Awards

BOSTON – BNY Mellon Wealth Management is proud to announce that it has been named Best Private Bank in the U.S. for Customer Service by the Global Private Banking Awards. Now in its ninth year, the awards program is organized by Financial Times publications Professional Wealth Management and The Banker. The awards recognize and reward excellence in wealth management.

“This award affirms and reflects a key tenet of our approach – helping clients to succeed and meet their financial goals,” said Don Heberle, CEO of BNY Mellon Wealth Management. “This recognition also speaks to the quality and dedication of our people, who put the needs of our diverse client base at the center of everything they do.  We do not take this success and our 95% client satisfaction rating for granted[1],” stated Heberle, “and will every day continue to earn this recognition and deepen client relationships, particularly as client expectations continue to evolve.”

From May to July of 2017, private banks were invited to apply to the Global Private Banking Awards. Each institution provided growth and performance measures and an executive summary outlining the bank’s qualifications. The submissions were judged by an expert panel of 15 industry professionals based in North America, Asia, Europe and the Middle East. Banks were judged on the progress made in their business & growth strategies, their ability to boost inflows and profits, as well as their client relationship management strategies and adaptability.

The awards were officially announced at a gala dinner and ceremony held on Thursday, October 26 in London. The Global Private Banking Awards report will publish in the November issue of The Banker. Additionally, the quantitative data from award applications will be analyzed in the forthcoming annual Private Banking Key Performance Indicators Benchmark study, carried out by Scorpio Partnership.

CONTACT: Lucy Muscarella, Elevate Communications, lmuscarella@elevatecom.com, 617-312-6411

About BNY Mellon Wealth Management

BNY Mellon Wealth Management is a leading wealth manager. In 2016 it was named by Family Wealth Report as the top U.S. Private Bank and rated the Top Private Bank for Family Offices by Professional Wealth Management magazine. Barron’s ranked it the 10th largest U.S. wealth manager in 2017. The firm has more than two centuries of experience in providing services to clients who today include financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has $231 billion in total client assets, as of September 30, 2017, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which provides investment management, custody, wealth and estate planning and private banking services, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. For more information go to bnymellonwealth.com or follow us on Twitter @BNYMellonWealth.

About BNY Mellon

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. As of Sept. 30, 2017, BNY Mellon had $32.2 trillion in assets under custody and/or administration, and $1.8 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

###

[1] 2016 Client Satisfaction Survey Results

BNY Mellon Returns for Fifth Year as the Lead Sponsor for the 53rd Head Of The Charles® Regatta

Lead Sponsor BNY Mellon is joined in 2017 by Brooks Brothers, New Balance, Aston Martin and Delta Air Lines as Premier Partners

Cambridge, MA – The Head Of The Charles® Regatta (HOCR), one of the world’s preeminent rowing competitions, has announced its sponsors for the 2017 Regatta taking place the weekend of October 21-22 in Boston. BNY Mellon is proud to return as the lead sponsor of this year’s regatta. The firm will be joined by a group of top-tier partners, including two new premier sponsors, Delta Air Lines and Aston Martin, for the annual event that attracts more than 11,000 rowers and 350,000 spectators to the banks of the Charles River.

The Head Of The Charles Regatta will welcome 30 new sponsors in 2017. In total, the number of sponsors for the 53rd Head Of The Charles Regatta has grown 10 percent from 2016 with nearly 100 partners signed on for this year’s race.

BNY Mellon, a global leader in investment management and investment services, returns to serve as presenting sponsor of the HOCR for the fifth consecutive year. This includes presenting the BNY Mellon Championship Cups to the winning competitors in the Regatta’s Men’s and Women’s Championship Eights.

“The Head Of The Charles Regatta is a beloved New England tradition and among the most prestigious world rowing events,” said Mitchell Harris, CEO of BNY Mellon Investment Management. “BNY Mellon is proud to support HOCR and continue our commitment to rowing. We’re looking forward to a great weekend and presenting the BNY Mellon Championship Cups to the top finishing men’s and women’s collegiate teams.”

Delta Airlines will serve as the Presenting sponsor of the Regatta’s Reunion Village venue, a controlled access enclosure at the midway point of the race offering food, beverages and one of the best vantage points along the racecourse. Delta will also have a strong presence at Weld Bend, on the Cambridge banks of the river, where it will offer Regatta patrons giveaways and game activations promoting Delta.

Aston Martin will join the HOCR for the first time this year as a premier sponsor. The independent British luxury sports car company will have a display tent with vehicles positioned on the banks of the Charles River beside Attager Row, outside the BNY Mellon hospitality tent.

New Balance returns for its fourth year as the Official Athletic Footwear and Athletic Apparel Sponsor of HOCR and will again create a custom shoe designed exclusively for the Regatta. The Brighton-based company will have a retail tent at the Regatta beside Attager Row where the HOCR custom shoe and other HOCR apparel will be available. New Balance will also host “Evening by the Charles! Party Together and Pull Together,” which is a community fundraiser to benefit the West End House Boys and Girls Club on Saturday, October 21 at 6:30 p.m. The event will include an opportunity to meet elite international athletes, as well as a silent auction featuring items from HOCR sponsors. Tickets are on sale now at Eventbrite.com.

Brooks Brothers will once again return for a seventh consecutive year as the Official Premium Apparel Sponsor of HOCR and will continue to outfit the more than 2,000 event volunteers with a premium piece of outerwear. Brooks Brothers will use two retail shops to sell products at HOCR, at Attager Row: Rowing & Fitness Expo and the Weld Exhibition.

“This year promises to be one of the most exciting regattas to date with a field of elite rowers from many of the top universities and clubs,” said Fred Schoch, the Executive Director of the HOCR. “It is impossible to do an event of the magnitude of the Head Of The Charles Regatta every year without the support of amazing partners. We’re thrilled to share our fall tradition with our new and returning partners.”

The Head Of The Charles Regatta will be free and open to the public. In addition to rowing action on the challenging three-mile course – beginning at Boston University’s DeWolfe Boathouse and finishing at Artesani Park in Brighton – the Regatta offers a number of family-friendly activities. These include the Rowing and Fitness Expo; food vendors serving delicacies from all over the world; and Reunion Village – the half-way point of the race offering clubs, schools, alumni groups, parents, boosters and more opportunities to catch up with friends in a fun and relaxed environment.

For more information on the Head Of The Charles Regatta, please visit www.hocr.org, follow HOCR’s official Facebook and Twitter pages, as well as the official 2017 regatta hashtag #HOCR53.

About the Head Of The Charles Regatta

Preparing for the 53rd race, the Head Of The Charles Regatta, one of the world’s preeminent rowing competitions, attracts more than 11,000 rowers and tens of thousands of spectators to the banks of the Charles River. Racing takes place on Saturday, October 21 and Sunday, October 22, between the hours of 7:45 AM and 5:00 PM. The Regatta attracts youth, collegiate, masters, para-rowing, international, world champion and Olympic athletes competing in more than 60 events. Follow HOCR on Facebook, Instagram and Twitter.

Media Contact: Kevin Flight, Elevate Communications, 617-861-3657, kflight@elevatecom.com

###

Presenting Sponsor BNY Mellon Celebrates 53RD Head Of The Charles® Regatta

NEW YORK, N.Y. AND CAMBRIDGE, Mass. – BNY Mellon, a global leader in investment management and investment services, is the Presenting Sponsor and an active participant of the Head Of The Charles Regatta® for the fifth consecutive year. In addition to providing sponsorship support, BNY Mellon will once again present the BNY Mellon Championship Cup to the top men’s and women’s Championship Eights overall winners at the conclusion of the iconic two-day event, which takes place on Saturday, October 21 and Sunday, October 22 along the Charles River from Boston to Brighton.

“Our team eagerly looks forward to the Regatta every year,” said Mitchell Harris, CEO of BNY Mellon Investment Management. “At BNY Mellon we strongly identify with the teamwork, drive and excellence that goes into delivering a world class performance during the races. Many of our employees and clients are rowing fans and this sponsorship is a way for us to be part of an iconic event that celebrates the international rowing community, the supporters that visit Boston, and honors the deep tradition of the Regatta.”

This year, BNY Mellon is entering two crews to join in the spirit of the Regatta: a Men’s Masters Four – for the third year in a row – in which both U.S. and international employees will be competing, and a Mixed Eight that will compete for the Director’s Challenge – an event that benefits the permanent endowment of the HOCR.

“Over its 57-year history, The Head Of The Charles Regatta has become one of the most revered events in the rowing community and we are proud to not only partner with, but also participate in this prestigious event,” said BNY Mellon Wealth Management CEO Don Heberle. “We continue to be inspired by the rowers from BNY Mellon and around the globe who compete in the event.”

The Regatta will bring more than 700 clubs and universities, more than 11,000 athletes and nearly 350,000 spectators from around the world to the banks of the Charles River.

Frederick V. Schoch, Executive Director of the Regatta, said, “BNY Mellon is an esteemed member of the Head Of The Charles family and a champion of the sport of rowing globally. BNY Mellon’s sponsorship of the race weekend enhances one of Boston’s great fall traditions and further deepens its footprint in our region. Their support of the Regatta can be felt by the thousands of competitors and spectators taking to the Charles River every October.”

For more information about the event and to learn more from the BNY Mellon individuals participating, visit bnymellon.com and for up-to-the-minute race information, please follow us @BNYMellon and @BNYMellonWealth.

 Media Contacts

Lucy Muscarella                                   Kevin Flight
+1 617 312 6411                                   +1 617 861 3657
lmuscarella@elevatecom.com            kflight@elevatecom.com

About BNY Mellon Wealth Management 
BNY Mellon Wealth Management is a leading wealth manager. In 2016, it was named by Family Wealth Report as the top U.S. Private Bank and rated the Top Private Bank for Family Offices by Professional Wealth Management magazine. Barron’s ranked it the 8th largest U.S. wealth manager in 2016. The firm has more than two centuries of experience in providing services to clients who today include financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has nearly $216 billion in total private client assets, as of June 30, 2017, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which provides investment management, custody, wealth and estate planning and private banking services, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. For more information go to www.bnymellonwealth.com or follow us on Twitter @BNYMellonWealth.

About BNY Mellon

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle.  Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets.  As of June 30, 2017, BNY Mellon had $31.1 trillion in assets under custody and/or administration, and $1.8 trillion in assets under management.  BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments.  BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK).  Additional information is available on www.bnymellon.com.  Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

 

# # #

 

 

Invenergy SVP Amy Francetic Discusses Her Entrepreneurial Journey in Clean Tech Innovation at BNY Mellon Wealth Management “Game Changers” Event in Chicago

Sustainability Pioneer Speaks About Leadership at the Crossroads of Clean Energy and Innovation

Chicago, Ill. — BNY Mellon Wealth Management, a global investment management and investment services company, continued its 2017 “Game Changers” speaker series on October 12th at the Viceroy hotel in Chicago. The event featured a top innovator in clean energy and technology: Amy Francetic, Senior Vice President, Corporate Affairs & New Ventures at Invenergy, North America’s largest privately-held renewable energy company. Francetic discussed her non-traditional journey to becoming a clean energy innovation leader, as well as key learnings she gained from venturing into the new territories of clean energy solutions.

Now in its second year, the “Game Changers” series explores women’s entrepreneurial and leadership successes through conversations with exceptional women who have forged their own paths and have insights to share. The discussion was moderated by Garrett Alton, BNY Mellon Wealth Management managing director, Chicago and Midwest region.

“Amy is a true Game Changer who offered our clients a peek into the fascinating work she’s leading in the growing field of clean energy,” said Alton. “We were glad to recognize the contributions of this outstanding leader and bring her interesting perspective to BNY Mellon Wealth Management clients, prospects and their advisers.”

During the hour-long presentation, Francetic shared insights both from her current role on the forefront of widespread use of clean energy as well her non-traditional journey to become one of the country’s most interesting, and experienced technology entrepreneurs. As Senior Vice President, Corporate Affairs & New Ventures, Amy Francetic sits at the crossroads of entrepreneurship and clean energy – working with clients and communities to embrace and maintain clean energy solutions.

“BNY Mellon’s Game Changers is a tremendous platform for women and men alike to inspire and learn from one another. It’s an honor for me to share my story and insights,” said Francetic. “It’s a fascinating time for the clean energy industry, and now more than ever, we’re relying on business innovation and leadership to help us address the urgent problem of climate change.”

Contact: Lucy Muscarella, Elevate Communications, 617-312-6411, lmuscarella@elevatecom.com

About BNY Mellon Wealth Management

BNY Mellon Wealth Management is a leading wealth manager. In 2016, it was named by Family Wealth Report as the top U.S. Private Bank and rated the Top Private Bank for Family Offices by Professional Wealth Management magazine. Barron’s ranked it the 8th largest U.S. wealth manager in 2016. The firm has more than two centuries of experience in providing services to clients who today include financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has nearly $216 billion in total private client assets, as of June 30, 2017, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which provides investment management, custody, wealth and estate planning and private banking services, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. For more information go to bnymellonwealth.com or follow us on Twitter @BNYMellonWealth.

About BNY Mellon

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle.  Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets.  As of June 30, 2017, BNY Mellon had $31.1 trillion in assets under custody and/or administration, and $1.8 trillion in assets under management.  BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments.  BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK).  Additional information is available on www.bnymellon.com.  Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

###

LA Angels SVP and renowned vintner discuss their playbooks for success at BNY Mellon Wealth Management women’s leadership event

Exceptional women pioneers in male-dominated fields offer unique perspectives
at 
BNY Mellon Wealth Management “Game Changers” forum

Who:

  • Los Angeles Angels Senior Vice President for Finance and Administration Molly Jolly
  • Yorba Wines Owner, Vintner and Viticulturist Ann Kraemer
  • BNY Mellon Wealth Management Regional President of Southern California Shannon Kennedy
  • BNY Mellon Wealth Management Senior Wealth Manager Robin Kalota

What:
As part of its “Game Changers” women’s leadership event series, BNY Mellon Wealth Management will bring Jolly and Kraemer to the Laguna Art Museum for an interactive forum with these two leaders in their respective industries. The distinguished panelists will discuss how they navigated their way to the top in traditionally male-dominated industries, and will share keys to career success with the audience comprised of Newport Beach-Area business professionals. BNY Mellon Wealth Management’s Kennedy and Kalota will moderate the discussion.

Game Changers is a new event series hosted by BNY Mellon Wealth Management to explore and share women’s entrepreneurial and leadership successes by hosting conversations with exceptional women who have forged their own paths and have insights to share.   

When:
Tuesday, March 15, 2016
6:00 pm

Where:
Laguna Art Museum, 307 Cliff Drive, Laguna Beach, California

###

About BNY Mellon Wealth Management
BNY Mellon Wealth Management is a leading wealth manager, and was named in 2015 by Family Wealth Report as the top National Private Asset Manager and top Private Bank serving Family Offices. Barron’s ranked it the 7th largest U.S. wealth manager in 2015. The firm has more than two centuries of experience in providing services to clients who today include financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has $191.8 billion in total private client assets, as of December 31, 2015, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which provides investment management, custody, wealth and estate planning and private banking services, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. For more information go to bnymellonwealthmanagement.com or Twitter @BNYMellonWealth.

About BNY Mellon
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. As of Dec. 31, 2015, BNY Mellon had $28.9 trillion in assets under custody and/or administration, and $1.6 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

Media Contact
Stacy Grisinger, Elevate Communications: sgrisinger@elevatecom.com, 617.785.6886