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BNY Mellon's Wealth Unit Makes Senior Appointment In Greenwich
Josh O'Neill
20 September 2017
BNY Mellon Wealth Management has named Juan Ramos senior wealth director in Greenwich, Connecticut.
Responsible for business development efforts in the company’s Greenwich office, Ramos will report to Chris Griffin, managing director.
“Alex’s skills advising high net-worth families around multi-generational asset allocation, wealth transfer techniques, the sale of a closely held business and cross-border considerations is a welcome addition to our existing team’s capabilities,” said Griffin.
Ramos is an industry veteran with 18 years’ experience. Prior to joining BNY Mellon’s wealth management unit, he was senior vice president and a private client advisor for several years at US Trust. While there, he provided investment and planning advice to high net worth individuals and families.