Looking in new directions without losing sight of client needs

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.

Preparing Your Children for Their Inheritance

Many wealthy parents worry about how best to prepare their children for their inheritance. With the right help, it's possible to foster financial maturity without creating a sense of entitlement.

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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.

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Two Wealth Strategists are elected Fellows of the American College of Trust and Estate Counsel

ACTEC recognized Pam Lucina and Justin Miller for outstanding reputation, exceptional skill, and substantial contributions to their profession.

Nov 10, 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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