A Client-First Culture | BNY Mellon Wealth Management

Investment Update: Are We at a Market Top?

Jeff Mortimer, CFA, Director of Investment Strategy

The current bull market exhibits little resemblance to historical market highs when examined through a monetary and economic lens.

Strategy

Bits, Bytes and Blocks: A Bitcoin Primer

Sinead Colton Grant, Deputy Chief Investment Officer, Head of Equities, Yale Kofman, Managing Director, Family Wealth Investment Advisor, Christopher A. Rogers, Director of Capital Markets Advisory Services

A look at how digital currencies work, what’s behind the underlying blockchain technology and investment considerations.

News

CEO Catherine Keating Featured in Bloomberg ‘Masters in Business’ Podcast

BNY Mellon Wealth Management CEO Catherine Keating offered a look at the wealth management landscape, investor trends and the impact of COVID-19 on the future of work.

Our Services

The types of clients we serve and the services we offer

Individuals & Families

We specialize in meeting the complex investment and banking needs of wealthy individuals and their families.

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Advisors to Individuals & Families

We offer a collaborative approach and customized solutions for our clients' other professional and financial advisors.

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Family Offices

Among the first of its kind in the nation, our Family Office services feature industry-leading resources and expertise for family offices and their financial interests.

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Non-Profits & Pensions

We offer a full range of investment, custody and reporting services tailored specifically to the needs of non-profits and pensions nationwide.

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Our Events

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Want to learn more?

Whether you are an individual or part of a Family Office or Non-Profit organization, complete our quick contact form and we’ll schedule a call to discuss your needs.