BNY Mellon Wealth Management Hires Two In South Florida

Josh O'Neill

19 April 2017

BNY Mellon Wealth Management has hired Susan August as a senior wealth manager and fiduciary specialist and Charles Sachs as a senior wealth manager, serving clients in South Florida.

August is based in the firm's Palm Beach Gardens office while Sachs has joined its Miami unit. Both work with high net worth clients, their attorneys and accountants to address their wealth management and fiduciary needs.

August's financial services career spans more than 20 years. Most recently, she served as a vice president and trust officer at JP Morgan's Palm Beach office, where she oversaw administration of multi-million dollar trusts for HNWIs across multiple states and managed up to $550 million of assets.

Prior to joining BNY Mellon, Sachs spent nearly five years as a founding principal of Private Wealth Consel, a Miami-based wealth management and financial planning firm that provided wealth, tax, insurance and estate planning to HNW clients. Earlier in his career, he spent six years as a senior client advisor with Evensky & Katz Wealth Management in Coral Gables, Florida.