Looking in new directions without losing sight of client needs

Investing for a Disruptive Future

Ridge Powell

Technological advances are pointing toward a future in which markets are subject to rapid and continuous change. This presents new challenges for investors, but also new opportunities.

Driving Toward Success: Creating an Objective-Driven Investment Strategy

With your goals and risk tolerance as guides, you can identify the right combination of asset classes to create a portfolio that fits your objectives.

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Selling a Business: Preparing for the Windfall

There are no hard-and-fast rules on what to do with the wealth from a business sale — it's more of an art than a science. But careful planning is key to ensuring a successful transition.

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Traditional Municipal Bonds Can Be ‘Green’, Too

BNY Mellon Wealth’s fixed income analyst speaks at FT Investing for Good Conference

Dec 9, 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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