BNY Mellon Private Wealth Management
Industry: Company
DescriptionFounded: 1869 Parent organization: BNY Mellon Asset Management International Subsidiaries: Atherton Lane Advisers, LLC, FOUNDERS ASSET MANAGEMENT LLC
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BNY Mellon Private Wealth Management Employees
Employee
Years
Job
Industry
Mark A. Speedy, CFP® Mark A. Speedy, CFP®'s BNY Mellon Private Wealth Management Experience April 2008 - September 2010
Job Partner and CFP® Practitioner at TD&S Advisors
Industry Financial Services
Experience
TD&S Advisors September 2013 - Present
T&D Advisors, Inc. October 2010 - September 2013
BNY Mellon Private Wealth Management April 2008 - September 2010
BNY Mellon Private Wealth Management January 2004 - April 2008
Mellon/Citizens Financial Corporation July 2003 - January 2004
Mellon/Citizens Financial Corporation August 2000 - July 2003
Education
Certified Financial Planner Board of Standards, Inc.
CERTIFIED FINANCIAL PLANNER™ Certification
Duquesne University
Executive Certificate in Financial Planning, Leadership and Professional Development
Allegheny College
Bachelor of Science, Psychology (Major) and Communication Arts (Minor)
TD&S Advisors September 2013 - Present
T&D Advisors, Inc. October 2010 - September 2013
BNY Mellon Private Wealth Management April 2008 - September 2010
BNY Mellon Private Wealth Management January 2004 - April 2008
Mellon/Citizens Financial Corporation July 2003 - January 2004
Mellon/Citizens Financial Corporation August 2000 - July 2003
Education
Certified Financial Planner Board of Standards, Inc.
CERTIFIED FINANCIAL PLANNER™ Certification
Duquesne University
Executive Certificate in Financial Planning, Leadership and Professional Development
Allegheny College
Bachelor of Science, Psychology (Major) and Communication Arts (Minor)
David Glotzer David Glotzer's BNY Mellon Private Wealth Management Experience January 1997 - August 2010
Job Wealth Advisor at DeYoe Wealth Management
Industry Investment Management
Experience
DeYoe Wealth Management November 2014 - Present
City National Bank August 2010 - November 2014
BNY Mellon Private Wealth Management January 1997 - August 2010
Skills
Wealth Management, Intergenerational..., Investment Management, Client Counseling, Wealth, Asset Allocation, Alternative Investments, Small Business, Investment Advisory, Retirement Planning, Hedge Funds, Series 7, Portfolio Management, Equities, Due Diligence, Financial Services, Relationship Management, Financial Advisory, Fixed Income, 401k, Series 63, Retirement, Private Equity, Loans, Investments
Education
University of Massachusetts, Amherst 1972 — 1974
U.S. History
Columbia University in the City of New York 1965 — 1967
English Language and Literature/Letters
DeYoe Wealth Management November 2014 - Present
City National Bank August 2010 - November 2014
BNY Mellon Private Wealth Management January 1997 - August 2010
Skills
Wealth Management, Intergenerational..., Investment Management, Client Counseling, Wealth, Asset Allocation, Alternative Investments, Small Business, Investment Advisory, Retirement Planning, Hedge Funds, Series 7, Portfolio Management, Equities, Due Diligence, Financial Services, Relationship Management, Financial Advisory, Fixed Income, 401k, Series 63, Retirement, Private Equity, Loans, Investments
Education
University of Massachusetts, Amherst 1972 — 1974
U.S. History
Columbia University in the City of New York 1965 — 1967
English Language and Literature/Letters
Michelle P. Tate Michelle P. Tate's BNY Mellon Private Wealth Management Experience 2003 - 2006
Job Vice President and Relationship Strategist at Hawthorn
Industry Financial Services
Experience
Hawthon, PNC Family Wealth® 2013 - Present
BNY Mellon Wealth Management 2006 - November 2013
BNY Mellon Private Wealth Management 2003 - 2006
UBS Wealth Management 2001 - 2003
ChannelPoint 1999 - 2000
Xybernet, Inc. 1996 - 1999
Skills
Investment Management, Fixed Income, Wealth Management..., Financial Advisory, Portfolio Management, Asset Allocation, Estate Planning, Financial Services, Equities, Certified Financial..., Banking, Mutual Funds, Investments, Wealth, Alternative Investments, Investment Advisory, Investment Banking, Private Banking, CRM, Executive Presentations, Series 7, International Account...
Education
University of Alabama
Bachelor of Arts (B.A.)
Hawthon, PNC Family Wealth® 2013 - Present
BNY Mellon Wealth Management 2006 - November 2013
BNY Mellon Private Wealth Management 2003 - 2006
UBS Wealth Management 2001 - 2003
ChannelPoint 1999 - 2000
Xybernet, Inc. 1996 - 1999
Skills
Investment Management, Fixed Income, Wealth Management..., Financial Advisory, Portfolio Management, Asset Allocation, Estate Planning, Financial Services, Equities, Certified Financial..., Banking, Mutual Funds, Investments, Wealth, Alternative Investments, Investment Advisory, Investment Banking, Private Banking, CRM, Executive Presentations, Series 7, International Account...
Education
University of Alabama
Bachelor of Arts (B.A.)
John Schoch John Schoch's BNY Mellon Private Wealth Management Experience August 1999 - February 2004
Job Senior Manager, Business Consulting, Trading and Risk Management at Sapient Global Markets
Industry Financial Services
Experience
Sapient Global Markets November 2014 - Present
BNY Mellon Asset Management July 2010 - November 2014
BNY Mellon Asset Management August 2009 - July 2010
Wellington Management Company June 2007 - December 2008
Charles River Development February 2004 - June 2007
BNY Mellon Private Wealth Management August 1999 - February 2004
Banc One Investment Management August 1993 - August 1999
Skills
Fixed Income, Derivatives, Credit Derivatives, Interest Rate..., Interest Rate Swaps, Options, FX Hedging, Quantitative Analytics, Interest Rate Risk..., BarCap POINT, Calypso, Software Development, Trading Systems, SQL, Portfolio Management, Integration, Investments, Citi YieldBook, Software Consulting, Product Design, Product Management, Product Lifecycle..., Valuation, Asset Managment, Investment Management, Cross-functional Team..., Financial Services
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
MBA
Bentley University 1990 — 1991
MSCIS
Syracuse University 1975 — 1980
BS
Sapient Global Markets November 2014 - Present
BNY Mellon Asset Management July 2010 - November 2014
BNY Mellon Asset Management August 2009 - July 2010
Wellington Management Company June 2007 - December 2008
Charles River Development February 2004 - June 2007
BNY Mellon Private Wealth Management August 1999 - February 2004
Banc One Investment Management August 1993 - August 1999
Skills
Fixed Income, Derivatives, Credit Derivatives, Interest Rate..., Interest Rate Swaps, Options, FX Hedging, Quantitative Analytics, Interest Rate Risk..., BarCap POINT, Calypso, Software Development, Trading Systems, SQL, Portfolio Management, Integration, Investments, Citi YieldBook, Software Consulting, Product Design, Product Management, Product Lifecycle..., Valuation, Asset Managment, Investment Management, Cross-functional Team..., Financial Services
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
MBA
Bentley University 1990 — 1991
MSCIS
Syracuse University 1975 — 1980
BS
Marleny Cheshier, CTFA's BNY Mellon Private Wealth Management Experience September 2005 - December 2007
Job Vice PresidentWealth Management at Northern Trust
Industry Financial Services
Experience
The Northern Trust Company January 2008 - Present
BNY Mellon-Private Wealth Management September 2005 - December 2007
Northern Trust July 1995 - September 2005
Skills
Asset Allocation, Wealth Management, Portfolio Management, New Business Development, Equities, Wealth Management..., Trust Services, Strategic Financial..., Mutual Funds, Management, Investments, Investment Strategies, Investment Management, Investment Advisory, Financial Services, Asset Management, Alternative Investments, Banking, Fixed Income, Hedge Funds, Securities, Private Banking, Financial Planning
Education
Cannon Trust School 2008 — 2009
CTFA, Certified Trust and Financial Advisor
University of California, Irvine - The Paul Merage School of Business 2002 — 2005
Master of Business Administration (M.B.A.)
University of California, Los Angeles 1994 — 1998
B.A., Spanish Lit/Pre-Pharmacy
The Northern Trust Company January 2008 - Present
BNY Mellon-Private Wealth Management September 2005 - December 2007
Northern Trust July 1995 - September 2005
Skills
Asset Allocation, Wealth Management, Portfolio Management, New Business Development, Equities, Wealth Management..., Trust Services, Strategic Financial..., Mutual Funds, Management, Investments, Investment Strategies, Investment Management, Investment Advisory, Financial Services, Asset Management, Alternative Investments, Banking, Fixed Income, Hedge Funds, Securities, Private Banking, Financial Planning
Education
Cannon Trust School 2008 — 2009
CTFA, Certified Trust and Financial Advisor
University of California, Irvine - The Paul Merage School of Business 2002 — 2005
Master of Business Administration (M.B.A.)
University of California, Los Angeles 1994 — 1998
B.A., Spanish Lit/Pre-Pharmacy
Michael Nurenberg's BNY Mellon Private Wealth Management Experience Portfolio ManagerComerica BankJune 2002 - July 2006
Job VP/Sr. Portfolio Mgr at BNY Mellon Private Wealth Management
Industry Banking
Experience
BNY Mellon Private Wealth Management Portfolio ManagerComerica BankJune 2002 - July 2006
Education
Central Michigan University 1975 — 1979
BS, Psychology/Business
BNY Mellon Private Wealth Management Portfolio ManagerComerica BankJune 2002 - July 2006
Education
Central Michigan University 1975 — 1979
BS, Psychology/Business
Daniel Keefe III's BNY Mellon Private Wealth Management Experience March 1997 - May 2005
Job Assistant Portfolio Manager
Industry Financial Services
Experience
US Trust / Bank of America Private Wealth Management March 2006 - February 2009
self-employed May 2005 - March 2006
BNY Mellon Private Wealth Management March 1997 - May 2005
Education
Babson College 1994 — 1998
Finance, Investments
US Trust / Bank of America Private Wealth Management March 2006 - February 2009
self-employed May 2005 - March 2006
BNY Mellon Private Wealth Management March 1997 - May 2005
Education
Babson College 1994 — 1998
Finance, Investments
Paul Neff's BNY Mellon Private Wealth Management Experience March 2008 - Present
Job Property Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Private Wealth Management March 2008 - Present
BNY Mellon Private Wealth Management January 1998 - March 2008
Skills
Asset Managment, Investments, PA Licensed Real Estate..., Real Estate, Portfolio Management, Asset Management, Valuation, Leases
Education
University of Pittsburgh 1982 — 1987
Bachelor's degree, Economics and Business Administration
BNY Mellon Private Wealth Management March 2008 - Present
BNY Mellon Private Wealth Management January 1998 - March 2008
Skills
Asset Managment, Investments, PA Licensed Real Estate..., Real Estate, Portfolio Management, Asset Management, Valuation, Leases
Education
University of Pittsburgh 1982 — 1987
Bachelor's degree, Economics and Business Administration
Desmond Patrice's BNY Mellon Private Wealth Management Experience September 2006 - January 2011
Job Business/Systems Analyst Consultant
Industry Financial Services
Experience
Fidelity Capital Markets December 2011 - Present
Fidelity Investments March 2011 - August 2011
BNY Mellon- Private Wealth Management September 2006 - January 2011
Fidelity Investments 2004 - 2006
Fidelity Investments 2000 - 2004
Fidelity Investments 1997 - 2000
Investors Bank & Trust 1996 - 1997
Skills
Analysis, Business Analysis, Business Strategy, Data Analysis, Financial Analysis, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, Risk Management, SDLC, Strategic Planning, Valuation, Vendor Management
Education
Suffolk University 1992 — 1996
BS/BA, Accounting
Northestern University
MBA
SMA
Fidelity Capital Markets December 2011 - Present
Fidelity Investments March 2011 - August 2011
BNY Mellon- Private Wealth Management September 2006 - January 2011
Fidelity Investments 2004 - 2006
Fidelity Investments 2000 - 2004
Fidelity Investments 1997 - 2000
Investors Bank & Trust 1996 - 1997
Skills
Analysis, Business Analysis, Business Strategy, Data Analysis, Financial Analysis, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, Risk Management, SDLC, Strategic Planning, Valuation, Vendor Management
Education
Suffolk University 1992 — 1996
BS/BA, Accounting
Northestern University
MBA
SMA
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY