NEW YORK and MENLO PARK, CALIFORNIA, November 15, 2016—BNY Mellon Wealth Management has hired Mark Jamison to serve as senior wealth director in its Menlo Park office in a newly created role serving the Bay Area wealth market. Jamison, who joined the firm last month, reports to Regional President Robert Kricena.
Prior to joining BNY Mellon, Jamison was a principal with Bernstein Global Wealth Management where for ten years he provided investment and wealth planning advice to individuals and families on a range of issues including trusts, estates, foundations, endowments and multigenerational wealth, and more.
Jamison graduated from The Fisher School of Business at The Ohio State University. He is a board member and past president of the Peninsula Estate Planning Council, a board member of the Peninsula Humane Society and board member and vice chairman of the San Mateo County Historical Association. Mark and his wife Stacey live with their family of five in Redwood City, California.
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 $202 billion in total private client assets, as of September, 30, 2016, 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.
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 September 30, 2016, BNY Mellon had $30.5 trillion in assets under custody and/or administration, and $1.72 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.