CLEVELAND--(BUSINESS WIRE)--BNY Mellon Wealth Management announced today that it has named Eric Schwarz senior wealth director based in Cleveland, Ohio. Schwarz will focus on business development, particularly with individuals, intergenerational wealth transfer, business owners and business transition strategies. He reports to Garrett Alton, managing director of business development for BNY Mellon Wealth Management in the central region, as well as Ron Ambrogio, president of Ohio.
“Eric brings a wealth of experience to BNY Mellon Wealth Management and has strong knowledge of our clients and their needs,” said Alton. “His presence in the Greater Cleveland and Ohio community, combined with his extensive wealth management experience, will help to expand BNY Mellon Wealth Management's client and advisor base and community presence. He is a welcome addition to the team.”
Schwarz has more than 20 years of industry experience as a wealth manager, as well as his CFP designation. Prior to joining BNY Mellon Wealth Management, Schwarz was vice president and wealth management advisor at Fifth Third Private Bank. He also served as vice president, private client group at Bernstein Global Wealth Management. Schwarz holds a B.A. from Miami University in Oxford, Ohio.
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.