A Wealth Strategy as Active as You


Our Active Wealth approach is built to support your wealth goals, your family, and the causes

closest to your heart. Using our five Active Wealth practices—invest, borrow, manage,

spend, and protect—we’ll work with you to design a wealth strategy that Considers Everything.

Want to learn more about our approach?

Meet Our Clients Making an Impact


You deserve a wealth management strategy designed to support your unique goals and pursuits.

Meet three BNY Mellon Wealth Management clients who are making an impact, shown here in

intimate portraits taken by renowned photographer Nadav Kander.

Dr. Lyndon Haviland

Public Health Advocate


SEE STORY

Heidi and Erik Murkoff

Founders, What to Expect Project


SEE STORY

Jamshed Mulla

Board Member, Suited for Change


SEE STORY

Dr. Lyndon Haviland

Public Health Advocate


SEE STORY

Heidi and Erik Murkoff

Founders, What to Expect Project


SEE STORY

Jamshed Mulla

Board Member, Suited for Change


SEE STORY

Dr. Lyndon Haviland

Public Health Advocate

Dr. Lyndon Haviland became passionate about public health while volunteering at a women’s shelter, an experience that inspired ongoing advocacy for equitable access to healthcare, safe food, water, and housing. Her work with CUNY SPH Foundation as board chair allows her to champion students as they pursue their own careers tackling complex public health issues. For Lyndon, BNY Mellon Wealth Management has been an instrumental partner in allowing her to pursue a deeper commitment to philanthropic efforts that make a meaningful difference in the communities she serves.

"BNY Mellon was very instrumental
in giving me the courage to do
what I wanted to do."



DR. LYNDON HAVILAND

"BNY Mellon was very instrumental in giving me the courage to do what I wanted to do."



DR. LYNDON HAVILAND

Heidi and Erik Murkoff

Founders, What to Expect Project

Heidi Murkoff’s groundbreaking book “What to Expect When You’re Expecting” launched a lifelong pursuit of helping expectant mothers navigate pregnancy. When Heidi and Erik Murkoff founded the What to Expect Project, they were determined to do even more, with a mission to “empower, educate, support and nurture moms around the world.” With BNY Mellon as their financial partner, their wealth strategy not only supports their financial interests, but also allows them to pursue their mission to help moms – and their babies – survive and thrive.

Jamshed Mulla

Board Member, Suited for Change

After a decades-long career at the forefront of telecommunications, Jamshed Mulla knows that a person’s success doesn’t come solely from their own efforts, but from those who help along the way. Today, his work with Suited for Change, a nonprofit organization providing professional attire and skills training to women in need, allows him to support others as they seek employment and financial independence. BNY Mellon Wealth Management helps Jamshed as he pursues his passion for giving back.

"I never thought I would reach this point
where I could help people... BNY
Mellon helped me build that."



JAMSHED MULLA

"I never thought I would reach this point where I could help people... BNY Mellon helped me build that."



JAMSHED MULLA

Discover Your Wealth's
Full Potential

In just five minutes, our BNY Mellon Active Wealth Accelerator evaluates your strategy and recommends concrete steps to help you make a lasting impact.


Try the Accelerator
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