Bank of New York Mellon Wealth Management

Overview

BNY describes itself as a global financial-services platforms company whose culture emphasizes relationships and collaboration.² Its work includes helping clients build and sustain wealth through expertise and technology intended to support growth and efficiency.²³

History

BNY Mellon was formed through the 2007 integration with Mellon Financial Corporation.⁴

Leadership

Robin Vince is CEO.² Terry Sylvester Charron is Head of Investment Advisory and Planning Solutions, BNY Wealth.⁵ Jessica Brennan is Director and Senior Wealth Manager, BNY Wealth.⁵ Lesley Holland is Senior Director and Portfolio Manager, BNY Wealth.⁵ Paul Vittone is Head of Alternative Investments for BNY Advisors and BNY Wealth.⁶ Joanna Berg is Senior Alternative Investments Strategist, BNY Advisors.⁶ Arjun Bains is Portfolio Manager and Head of Secondaries, BNY Advisors.⁶

Services

BNY Wealth’s Active Wealth framework includes five strategies: Invest, Protect, Manage, Borrow and Spend.⁷ Its family-office services include investment oversight, reporting, taxes, philanthropy and consolidated accounting.⁸ The firm’s investment-management approach can incorporate spending plans, tax management and borrowing decisions.⁹

What the firm offers

• Tax planning
• Philanthropy

Client focus

BNY’s Global Family Office Group offers tailored solutions for families managing exceptional wealth.¹⁰ Family-office clients may include wealth creators, children and grandchildren.¹¹ Family offices may address investment, reputational, tax and family risks.¹²

Investment philosophy and approach

BNY Wealth’s capital-market assumptions inform strategic asset-allocation models tailored to client objectives, risk tolerance and tax sensitivity.⁹

FAQs

Related resources

• LocationMultifamily offices in Boston

  This Boston directory gives a wealthy family or business owner a starting point for comparing multifamily office options by region and service focus. It can help frame questions about how a firm identified in SEC Form ADV as BNY MELLON WEALTH MANAGEMENT might fit alongside other local choices, including tax planning and philanthropy needs.

• Network siteCapitalGainsTax.com

  CapitalGainsTax.com explains capital gains tax concepts and planning considerations that may affect investment sales, business interests, or inherited assets. A reader assessing BNY Mellon Wealth Management can use these guides to prepare practical questions about tax planning, timing decisions, charitable giving, and coordination with other advisers.

• Network siteFamilyOffices.com

  FamilyOffices.com offers background resources and a community focused on single family offices and wealthy families. Its articles can help a business owner or family compare common governance, investment, tax planning, and philanthropic concerns before discussing whether BNY Mellon Wealth Management's listed services match their priorities.

• GuideThe annual MFO review

  The annual MFO review provides a recurring reference point for understanding how multifamily offices are presented and compared on this site. Readers can use it to organize research questions about client types, regional presence, tax planning, and philanthropy when considering a firm listed in SEC Form ADV as BNY MELLON WEALTH MANAGEMENT.

• Similar firmsBallentine Partners
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  Profiles of Ballentine Partners, Daintree Advisors LLC, and Diversified Financial Management offer nearby comparison points within this site's coverage of wealth management firms. Reviewing their stated services and client focus can help a wealthy family or business owner identify questions to ask BNY Mellon Wealth Management about tax planning and philanthropy.

Sources

1. SEC Form ADV Schedule D , 2025.
2. About BNY , 2026.
3. About BNY , 2026.
4. BNY Mellon history timeline , 2025.
5. Navigating Life’s Big Events transcript , 2024.
6. Turning Point in Private Assets , 2025.
7. Turning Point in Private Assets , 2025.
8. Key Considerations When Creating a Family Office , 2026.
9. 2025 Capital Market Assumptions , 2025.
10. Key Considerations When Creating a Family Office , 2026.
11. Key Considerations When Creating a Family Office PDF , 2025.
12. Key Considerations When Creating a Family Office PDF , 2025.
13. Adopting a Billionaire Mindset With Borrowing , 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.