Looking in new directions without losing sight of client needs

Mission Possible: Environmental, Social and Governance Focus for Planned Giving Portfolios

William F. Morgan and Zachary Paris

Applying environmental, social, and governance constraints to your planned giving portfolio can help ensure that your investments are properly aligned with your mission and beliefs.

Something's Got to Give

David Hohler, CFA and Zachary Paris, CFA

In a period where future expected investment returns are decreasing, and life expectancies are increasing, the IRS's minimum 5% payout rate presents a challenge for non-profits and their donors.

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Successful Planning for Rising Executives

It may seem premature to establish a long-term plan at the beginning of your executive career. But the failure to act now could have serious consequences.

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September Investment Update

In his September Investment Update, Jeff Mortimer, Director of Investment Strategy at BNY Wealth Management, reviews the events of the summer and discusses uncertainties related to Brexit, central bank policy actions and the upcoming U.S. presidential election in order to better prepare investors for what may lie ahead.

Sep 13, 2016


Great wealth management minds, thinking ahead

Jere Doyle

Jere Doyle is an estate planning strategist for BNY Mellon Wealth Management and a senior vice president of BNY Mellon. He has been with the firm since 1981. Jere provides wealthy individuals and families throughout the country with integrated wealth management advice on how to hold, manage, and transfer their wealth in a tax efficient manner.

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