Conveniently located in Del Mar, our San Diego office is led by a former CEO/owner of a closely held business and includes the former president of a publicly held company, in addition to a former CFO for affluent families. Our San Diego team also offers experts in alternative investments and private banking, ensuring a full range of wealth management services for our clients. Our focus is on current and former business owners, including those planning for a near-term transition, and on divorce. We have a Certified Exit Planning Advisor (CEPA) and a Certified Divorce Financial Analyst (CDFA) on our team, as well as Chartered Financial Analysts (CFAs), MBAs and Certified Financial Planners (CFPs). With an emphasis on fiduciary responsibility and holistic financial management, we provide San Diego residents with local access to BNY Mellon’s extensive global resources, backed by 230+ years of excellence.
Get in touch and put our experienced San Diego-based team to work on your behalf.
Our San Diego Team
President of US Markets- Southwest
Regional Managing Director
Regional Director – Private Banking
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