SAN FRANCISCO – BNY Mellon Wealth Management has named Adam Mazzaro Wealth Director in San Francisco. Mazzaro will report to Regional President, Thomas Fickinger, and will focus on the firm’s business development, concentrating on individuals, intergenerational wealth transfer, business owners and business transition strategies.
“With a 12 year history in the financial services industry, Adam is extremely experienced in working with wealthy individuals and their families. His impressive breadth of knowledge positions him well to advise our high net-worth clients and I’m confident that he will continue to grow and elevate our business,” said Regional President, Thomas Fickinger.
Prior to joining BNY Mellon Wealth Management, Mazzaro was a senior vice president within Personal Capital’s Private Client Group. For nearly 5 years he was instrumental in developing and growing their business. Prior to his experience at Personal Capital, Mazzaro spent over 4 years at Bernstein Global Wealth Management in San Francisco.
He holds a Bachelor of Arts from the University of California, Santa Barbara.
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.
Lucy Muscarella, Elevate Communications