BNY Mellon has named financial services veteran Jeffrey Mortimer director of investment strategy for it wealth management group. He succeeds Chris Sheldon, who moved to Dreyfus in August 2011 to become the firm’s chief investment officer.
In his new role, Mortimer will lead the wealth management group’s investment strategy committee in setting asset allocation strategy and making investment recommendations for implementation in client portfolios, BNY Mellon announced Tuesday. He will also play a lead role in communicating the firm’s insights on the markets, investment dynamics and portfolio strategy.
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