BOSTON, Aug. 25, 2020 -- BNY Mellon Wealth Management has appointed Nakia Maddox-Eubanks as a Senior Wealth Manager, responsible for advising high-net-worth clients and family offices. Based in Boston, Nakia reports directly to Senior Director, Dan Gebhart.
Nakia brings over 20 years of private wealth management experience to this role, most recently as a Portfolio Strategist with Bainco Investors. Previously, she was Senior Vice President, Relationship Manager for CIBC Private Wealth Management and Assistant Portfolio Manager with the Sustainability Group of Loring, Wolcott & Coolidge. Nakia also served in various roles with institutional investment management companies, including Wellington Management Company, Fidelity Management & Research Company, and Standish, Ayer & Wood.
"Nakia is well versed in developing customized wealth management strategies and tax-efficient estate plans for individuals, families, and foundations and endowments," said Gebhart. "We believe her investment management experience and focus on responsible sustainable investing will support our active wealth approach to help clients achieve long-term financial success."
Nakia received a Bachelor of Science degree in Marketing and a Master of Business Administration degree from Bentley University. In her community, she provides board and advisory support to Jumpstart, and lends her investment experience as a member of the investment committee for YouthBuild. In addition, Nakia is an active member of the Boston Women's Leadership Council.
ABOUT BNY MELLON WEALTH MANAGEMENT
For more than two centuries, BNY Mellon Wealth Management has provided services to financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has $254 billion in total client assets, as of June 30, 2020, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which delivers leading wealth advice across investments, banking, custody, and wealth and estate planning, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. For more information, visit www.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 and wealth management and investment services in 35 countries. As of June 30, 2020, BNY Mellon had $37.3 trillion in assets under custody and/or administration, and $2.0 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.