BNY Mellon is bolstering its services to ultra-wealthy families on the East Coast.
The firm added two family wealth advisors to the ultra-high-net-worth wealth management team in Boston and New York. Michael Oliver joined the team in New York from Lazard Wealth Management, where he was a senior investment analyst and member of the investment committee. He will focus on serving wealthy families in the Tri-State region, BNY Mellon said.
Meanwhile in Boston, BNY Mellon promoted senior portfolio manager Dan Fasciano to family wealth advisor. The former team leader will continue to serve on the firms investment strategy committee.
Both Oliver and Fasciano report to Ridgway Powell, a longtime company veteran who leads the firms national team of nine family wealth advisors to the ultra-wealthy.
Dans significant experience and expertise working with some of the firms largest individual and institutional clients in New England help increase the depth of our national family wealth advisor team, while Mikes particular expertise in investment strategies will help broaden the depth of our New York-based team, Powell said in a statement.