Who's Moving Where In Wealth Management? - BNY Mellon, Royce & Associates

Editorial Staff

19 May 2020

BNY Mellon
BNY Mellon Wealth Management has named Dan Steinberg as a senior wealth manager. He will be responsible for advising high net worth clients and family offices. Based in Newport Beach, California, Steinberg will report to managing director, Chad Johnsrud.

A Chartered Financial Analyst, Steinberg has more than 20 years of financial services industry experience, including 15 years as a research analyst and portfolio manager at organizations such as Millennium Partners, the Teacher Retirement System of Texas, PIMCO, and Bank of America.

Steinberg received a bachelor of arts degree in economics from the University of California, Los Angeles and an MBA from the University of Texas at Austin. He is a member of the CFA Society of Orange County and has previously served as a director of the Malibu Chamber of Commerce.

Royce & Associates
Miles Lewis, CFA, has joined Royce Investment Partners as a portfolio manager on Royce Total Return and Dividend Value Funds, part of Royce & Associates. Prior to coming to the firm, he was a portfolio manager and investment analyst for the Small-Cap Value Fund and Strategy at American Century Investments.

Lewis holds a bachelor's degree in business administration from The College of William and Mary and a master's degree in business administration from the Johnson Graduate School of Management at Cornell University. He is a CFA® charter holder and a member of the CFA Institute.

Royce Investment Partners, investment advisor to The Royce Funds, is a small-cap equity specialist offering portfolios with distinctive investment approaches to address specific investment goals. The firm has been managing US, global and international, small-cap strategies for more than 45 years.

Chuck Royce, the firm's founder and small-cap investing luminary, has one of the longest tenures in the industry. Royce & Associates, LP, primarily conducts its business under the name Royce Investment Partners. Royce & Associates, LP is a subsidiary of Legg Mason.