Vision

Looking in new directions without losing sight of client needs

New Technology Driving a "Revolution" in Energy Markets

Eric Goodbar

Investing in the energy industry's future productivity increases will include an intensifying focus on applied technology such as cloud computing, artificial intelligence and machine learning.

From Philanthropy to Social Investment: A New Way of Giving

Avery Tucker Fontaine

As philanthropists come to think of themselves as social investors, non-profits must also redefine themselves as "for-purpose" institutions that can aid in identifying opportunities across the investment spectrum.

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Social Finance: Where Wealth and Values Meet

Investors who adopt social finance strategies don't have to sacrifice returns in order to feel good about the makeup of their portfolios or to effect meaningful societal change.

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Strategy

Strategic insights to help you achieve the right outcomes

Top Stories

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Catherine M. Keating Appointed CEO of BNY Mellon Wealth Management, Effective July 9, 2018

BNY Mellon today announces the appointment of Catherine M. Keating as Chief Executive Officer of BNY Mellon Wealth Management and member of the Executive Committee, BNY Mellon's senior-most governing body.

Jun 7, 2018

Contributors

Great wealth management minds, thinking ahead

Joan Crain

Joan Crain is a senior director for BNY Mellon Wealth Management. As a global wealth strategist, Joan works closely with wealthy families and their advisors to provide comprehensive wealth planning.   Joan joined the firm in 2001 and has more than 25 years of experience working with large multi-generational families. She specializes in multinational planning, business succession, family governance and philanthropy. She is frequently invited to speak to clients and professional groups such as the American Bar Association, the American Institute of CPAs, STEP and numerous estate planning councils throughout the United States.

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