News & Events

BNY Mellon Wealth Management has appointed Alicia Levine as Head of Equities, Capital Markets Advisory and Vice Chair of Wealth Management’s Investment Strategy Committee subject to appropriate committee approval. Alicia will oversee the Large Cap U.S. Equity, Equity Trading and Capital Markets Advisory groups.

BNY Mellon Wealth Management has named Sinead Colton Grant as Global Head of BNY Mellon Investor Solutions, LLC (“Investor Solutions”). She will be leading the firm’s multi-asset solutions business, which has over $29 billion in total assets under management and advisement as of March 31, 2021.

Named the “Best Private Bank for Digital Wealth Planning, North America” by Professional Wealth Management (PWM), the award recognizes the work BNY Mellon Wealth has done in the digital planning space – including AdvicePath^SM, our proprietary goals-based planning tool, and our Client Wealth Portal.