BNY Mellon Wealth Management is bulking up its services to ultra-high-net-worth families in San Francisco.
The firm has appointed Tracy Tuens, a seven-year veteran of Wells Fargo Bank, to a newly created position as senior sales director for the firms Family Office and Advisor Solutions group based in San Francisco, BNY Mellon announced Monday.
Tuens is responsible for business development and client retention for the firms Western regional family office and ultra-high-net-worth market. She reports to Managing Director Eileen Foley.
As one of the top five wealth markets in the U.S., San Francisco is a key region for BNY Mellon Wealth Management, Susan Rivers, vice president of Marketing and Corporate Affairs for BNY Mellon, said in an email.
At Well Fargo Bank, Tuens most recently served as director of client management for Abbot Downing, the banks family wealth division. Prior to Wells Fargo Bank, she was with US Trust as a business development officer for five years.
Tracy is a terrific addition to our talented team and we are confident that she will play a key role in our continuing success, Foley said in a statement.
BNY Mellon Wealth Managements family office group has more than $60 billion in assets under management, according to the firm.