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.
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