News Release
Contact: | Susan Rivers | Patrice Kozlowski |
+1 617-722-7193 | +1 212-922-6030 | |
susan.rivers@bnymellon.com | Patrice.kozlowski@bnymellon.com |
BNY Mellon Promotes Greg Simpson to New Family Wealth Advisor Team
In This New Role He Will Focus on Serving the Complex Planning Needs of Ultra Wealthy Clients
NEW YORK and PITTSBURGH, January 23, 2012- BNY Mellon's
wealth management business has promoted Gregory Simpson to
the new position of family wealth advisor, part of a
specialist team of experts who work with ultra high net worth
families and family offices. Effective March 1, Simpson will
report to 25-year veteran Ridgway Powell, who late last year
was promoted to lead this group.
"Greg is a seasoned investment professional with the
experience and expertise that is critical to serving the
particularly complex needs of our ultra high net worth
clients," Powell said. "We are delighted that have him on our
family wealth advisor team."
Simpson is based in Pittsburgh and has 20 years of experience
in financial services. He has been with BNY Mellon since
1999, most recently as a portfolio management team leader.
Prior to joining BNY Mellon Simpson was a vice president and
regional manager for Western Pennsylvania at Sterling Ltd., a
unit of National City Corp. He earned an undergraduate
degree in economics and finance from Clarion University in
Pennsylvania, an MBA from Carnegie Mellon University in
Pittsburgh and holds the CFA designation.
BNY Mellon Wealth Management is among the nation's leading
wealth managers, with more than two centuries of experience
in providing investment management, wealth and estate
planning, and private banking services to financially
successful individuals and families, their family offices and
business enterprises, charitable gift programs, and
endowments and foundations. It is among the top 10 U.S.
wealth managers with about $168 billion in private client
assets and an extensive network of offices in the U.S. and
internationally.
BNY Mellon is a global financial services company focused on
helping clients manage and service their financial assets,
operating in 36 countries and serving more than 100 markets.
BNY Mellon is a leading provider of financial services for
institutions, corporations and high-net-worth individuals,
offering superior investment management and investment
services through a worldwide client-focused team. It has
$25.8 trillion in assets under custody and administration
and
$1.26 trillion in assets under management, services $11.8
trillion in outstanding debt and processes global payments
averaging $1.5 trillion per day. BNY Mellon is the corporate
brand of The Bank of New York Mellon Corporation. Additional
information is available on www.bnymellon.com or follow us on
Twitter@BNYMellon.
# # #
distribué par | Ce noodl a été diffusé par The Bank of New York Mellon Corporation et initialement mise en ligne sur le site http://www.bankofny.com. La version originale est disponible ici. Ce noodl a été distribué par noodls dans son format d'origine et sans modification sur 2012-01-24 14:54:15 PM et restera accessible depuis ce lien permanent. Cette annonce est protégée par les règles du droit d'auteur et toute autre loi applicable, et son propriétaire est seul responsable de sa véracité et de son originalité. |
Documents associés | |
BNY Mellon Promotes Greg Simpson to New Family Wealth Advisor Team |