BNY Wealth
BNY Wealth's Overview
BNY Mellon Wealth Management provides comprehensive wealth management services to financially successful individuals, families, family offices, businesses, charitable gift programs, endowments, and foundations. With a legacy of over 230 years, it ranks among the top U.S. wealth managers, known for its 'Active Wealth' approach that integrates investment management, private banking, and fiduciary services to help clients achieve their financial goals. As of March 31, 2024, BNY Mellon Wealth Management managed approximately $305 billion in total client assets.
Where is BNY Wealth's Headquarters?
HQ Function
Serves as the global corporate headquarters for BNY Mellon, housing executive leadership, key corporate functions, and strategic operations supporting all business lines including Wealth Management. It's a center for decision-making, product development, and client strategy.
Notable Features:
A modern, LEED-certified office tower offering advanced technology infrastructure, collaborative workspaces, and amenities designed to foster innovation and employee well-being. Its location provides excellent connectivity and access to the financial district.
Work Culture:
The headquarters fosters a culture of integrity, client focus, teamwork, and excellence. It emphasizes innovation, diversity and inclusion, and continuous professional development for its employees, reflecting BNY Mellon's global values.
HQ Significance:
The headquarters' location in New York City underscores BNY Mellon's prominent position in the global financial services industry and its long-standing commitment to serving clients from a key international financial center.
Values Reflected in HQ: The headquarters' design, technology, and operational efficiency aim to reflect BNY Mellon's core values of client focus, integrity, teamwork, and excellence, providing a dynamic and sustainable environment for its global workforce.
Location:
BNY Mellon Wealth Management serves clients globally, with a robust presence across the United States and in key international financial centers in Europe, Asia, and the Middle East. Globally supported functions include bespoke wealth planning, discretionary and advisory investment management, private banking and lending services, fiduciary and trustee services, business owner advisory, and philanthropic and family office solutions. This global reach allows them to address the complex, often cross-border needs of their international clientele by leveraging the extensive network and capabilities of the broader BNY Mellon organization.
Street Address:
240 Greenwich Street
City:
New York
State/Province:
NY
Country:
USA
BNY Wealth's Global Presence
Los Angeles, California, USA
Address: 1999 Avenue of the Stars, Suite 1500, Los Angeles, CA 90067
Acts as a key client service and advisory hub for the West Coast, focusing on delivering personalized financial solutions and leveraging BNY Mellon's global capabilities for a sophisticated clientele.
London, United Kingdom
Address: BNY Mellon Centre, 160 Queen Victoria Street, London, EC4V 4LA, UK
Functions as a crucial node in BNY Mellon Wealth Management's international network, offering access to global markets, specialized advisory, and integrated banking and investment solutions for a diverse client base.
Chicago, Illinois, USA
Address: 1 N Wacker Dr, Suite 4050, Chicago, IL 60606
Supports clients in the Midwest region with personalized wealth strategies, estate planning, and private banking, acting as a local access point to BNY Mellon's extensive resources.
Buying Intent Signals for BNY Wealth
Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
Executive Team of BNY Wealth
As of April 2025, BNY Wealth' leadership includes:
Investors of BNY Wealth
BNY Wealth has been backed by several prominent investors over the years, including:
Executive New Hires/Exits in the Last 12 Months
Over the past 12 months, BNY Mellon Wealth Management has seen significant leadership transitions, including the departure of its former CEO and the appointment of a new CEO to oversee a combined Asset and Wealth Management division. There have also been key strategic hires aimed at strengthening global client coverage and specialized advisory services.
Departures
New Appointments:
Technology (Tech Stack) used by BNY Wealth
Discover the tools BNY Wealth uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
BNY Wealth Email Formats and Examples
BNY Mellon, including its Wealth Management division, generally follows standard corporate email address patterns. The most prevalent formats utilize employee names in conjunction with the '@bnymellon.com' domain. While specific internal structures can vary, common formats are often predictable.
[first].[last]@bnymellon.com, [first_initial][last]@bnymellon.com
Format
jane.doe@bnymellon.com
Example
90%
Success rate
News and media
citybiz.co / BNY Mellon Press Release • May 20, 2024
BNY Mellon Wealth Management Appoints Sebastian Rozo as Client Strategist in Palm Beach Gardens, FL
BNY Mellon Wealth Management announced the appointment of Sebastian Rozo as a client strategist based in Palm Beach Gardens, Florida. He will be responsible for advising high-net-worth clients and fostering relationships in this key wealth market....more
BNY Mellon Wealth Management • April 3, 2024
BNY Mellon Wealth Management Releases Q2 2024 Wealth Outlook: 'A New Cycle'
BNY Mellon Wealth Management published its Second Quarter 2024 Wealth Outlook, offering insights on market trends, economic forecasts, and investment strategies. The report, titled 'A New Cycle,' helps guide high-net-worth investors in navigating the evolving financial landscape....more
Pensions & Investments • November 15, 2023
BNY Mellon Consolidates Leadership, Appoints Sinead Colton Grant CEO of Combined Asset and Wealth Management Division
BNY Mellon announced a significant strategic move by naming Sinead Colton Grant as the CEO of its newly integrated Asset Management and Wealth Management division. This consolidation aims to enhance synergies and deliver comprehensive solutions to clients across both businesses....more
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