CHICAGO--(BUSINESS WIRE)--BNY Mellon Wealth Management is pleased to announce that it has named Lisa E. Mullaney senior wealth director in the firm’s Chicago office. Mullaney will report to Garrett Alton, managing director of business development, and will be responsible for business development in the Chicago region. She will also work closely with the client services team that manages delivery of BNY Mellon Wealth Management’s comprehensive solution suite for high net worth families and individuals, including investment management, wealth and estate planning, trust and fiduciary services, and private banking services.
“Lisa Mullaney has earned a stellar reputation for her work with high net worth families and individuals in the Chicago area,” said Alton. “She will be a great asset to our team, increasing the firm’s mind and market share and leveraging new connections backed by her many years of experience in the financial services industry and the private wealth space. We are delighted that she will help us continue to expand our Chicago-area business development efforts.”
Mullaney joins the team as a seasoned advisor approaching two decades of experience in financial services and wealth management catered to high net worth clients. Before joining BNY Mellon Wealth Management, she was a VP wealth advisor at Bessemer Trust and prior to that a managing director of portfolio management at JSQ Commercial.
Mullaney is a member of Chicago Princeton Leadership and As Good as Gold Dog Rescue. She is an avid runner and an Ironman Triathlon finisher. She holds a Bachelor of Arts from Princeton University and an MBA from the Kellogg School of Management.
About BNY Mellon Wealth Management
BNY Mellon Wealth Management is a leading wealth manager. In 2016, it was named by Family Wealth Report as the top U.S. Private Bank and rated the Top Private Bank for Family Offices by Professional Wealth Management magazine. Barron’s ranked it the 8th largest U.S. wealth manager in 2016. The firm has more than two centuries of experience in providing services to clients who today include financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has nearly $216 billion in total private client assets, as of June 30, 2017, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which provides investment management, custody, wealth and estate planning and private banking services, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. For more information go to bnymellonwealth.com or follow us on Twitter @BNYMellonWealth.
About BNY Mellon
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. As of June 30, 2017, BNY Mellon had $31.1 trillion in assets under custody and/or administration, and $1.8 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.