NEW YORK, November 21, 2016—BNY Mellon Wealth Management has named Stephanie Giroux regional managing director and team leader for portfolio management in the firm’s White Plains office. Reporting to Managing Director Bob Schwerdel, Giroux is responsible for building effective advisory teams, delivering customized client solutions and growing BNY Mellon's wealth management business.
In recent years, BNY Mellon Wealth Management has been focused on growing its presence in key wealth markets around the U.S. and globally. Giroux’s appointment is among a number of new hires in the White Plains office, and the firm is looking to fill another opening for a portfolio manager.
Prior to joining BNY Mellon, Giroux served for five years as a senior investment strategist and regional investment manager at Wells Fargo Private Bank. Among her responsibilities, Giroux oversaw a team of fiduciary investment professionals while also advising a number of high net worth, trust and philanthropic clients on portfolio construction, risk management and investment strategy. Prior to Wells Fargo Private Bank, she was the head of Investments for the Law Firm Group at Citi Private Bank.
Giroux earned a Bachelor of Arts from Tufts University, and holds the chartered financial analyst designation. She has been a supporter of various local nonprofit organizations including Habitat for Humanity, Rye Youth Council, Family Services of Westchester’s Sharing Shelf, the Alzheimer’s Association and Pace Women’s Justice Center.
She lives with her family in Rye, New York.
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.