BNY Mellon WM unit names senior directors in NYC

FWR Staff

25 August 2008

Levin and Wyman to bring in new business from families and family offices. BNY Mellon Wealth Management has expanded it New York-area business-development efforts with a pair of recent managing-director level appointments.

Former Bernstein Global Wealth Management advisor Frank Levin will focus on drumming up business for from high-net-worth individuals and families in and around metropolitan New York. He reports to Jay Goetschius, managing director of sales for BNY Mellon WM in New York.

Sales organization

"Frank's proven expertise in delivering investment and wealth-management solutions to private clients makes him ideally suited for our growing sales organization," says Goetschius.

William Wyman, former head of business development and retention at Rockit Solutions, an investment-data aggregator and performance-report provider to ultra-high-wealth families, will concentrate on business opportunities with families in the $100-million-plus club. He reports to Eileen Foley, head of sales for BNY Mellon WM's Family Office Services group.

"With his depth of experience in both private client and institutional sales, Bill will provide outstanding leadership for our growing family-office practice in the metro New York region," says Foley.

Bernstein GWM is part of New York-based AllianceBernstein.

Rockit, formerly Integrated Wealth Services, is a subsidiary of the New York-based multifamily office Rockefeller & Co.

BNY Mellon WM is a division of Bank of New York Mellon Corporation. It accounts for about $162 billion in private client assets. -FWR

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