Press Release: BNY Mellon Wealth Management Names Barry McKenzie as Market President in Naples, FL
Press Release: BNY Mellon Wealth Management Names Barry McKenzie as Market President in Naples, FL
Press Release: BNY Mellon Wealth Management Names Barry McKenzie as Market President in Naples, FL
新聞稿：紐約梅隆財富管理委任 Barry McKenzie 擔任佛羅里達州那不勒斯市場總裁
BNY Mellon Wealth Management Names Barry McKenzie as Market President in Naples, FL
紐約梅隆財富管理任命 Barry McKenzie 為佛羅里達州那不勒斯市市場總裁
PR Newswire
美通社
NAPLES, Fla., July 23, 2020
佛羅里達州那不勒斯，2020 年.
NAPLES, Fla., July 23, 2020 /PRNewswire/ -- BNY Mellon Wealth Management has named Barry McKenzie as Market President in Naples, FL. In this role, Barry manages product and service delivery for the Naples region, and will have direct responsibility for wealth managers, client strategists, and support staff. Barry reports directly to Southeast Regional President Kent Moegerle.
佛羅里達州那不勒斯，2020 年 7 月 23 日/新聞通訊社/-紐約梅隆財富管理公司已任命 Barry McKenzie 為佛羅里達州那不勒斯市的市場總裁。在此職位上，Barry 負責那不勒斯地區的產品和服務交付，並直接負責財富管理人員，客戶策略師和支持人員。巴里直接向東南地區總統肯特·莫格爾報告。
Barry joins BNY Mellon from Northern Trust where he was Senior Vice President and Senior Personal Investment Portfolio Manager, with responsibility for the management of large, complex investment relationships for individuals, families, and their private foundations.
Barry 加入紐約銀行 Mellon 來自 Northern Trust 的資深副總裁兼高級個人投資組合經理，負責管理個人、家庭及其私人基金會的龐大複雜投資關係。
Prior to that he was a founder and Managing Partner of Harbour Capital Advisors; Chief Investment Officer for a private family office, managing a diversified portfolio of publicly traded securities, alternative investments, and direct private investments; and Senior Vice President and Portfolio Manager at U.S. Trust Wealth Management.
在此之前，他是 Harbour Capital Advisors 的創始人兼執行合夥人；私人家族辦公室的首席投資官，負責管理上市證券、另類投資和直接私人投資的多元化投資組合；以及美國信託財富管理高級副總裁兼投資組合經理。
"Barry brings three decades of portfolio management, strategic planning, and family governance experience to our team," said Moegerle. "His deep background in providing investment management and family office services to ultra-high-net-worth families directly supports our Active Wealth approach to help clients achieve long-term financial success."
Moegerle 表示：「Barry 為我們的團隊帶來了三十年的投資組合管理、策略規劃和家庭治理經驗。他在為超高淨值家庭提供投資管理和家族辦公室服務方面的深厚背景，直接支持我們的主動財富策略，幫助客戶取得長期財務成功。」
Barry earned his MBA from the University of Miami and a B.S. from Minnesota State University. He also completed the Investment Management Education program at Stanford Graduate School of Business. A CFA charterholder and a licensed Certified Public Accountant in Virginia and Florida, Barry is a member of the CFA Institute, the CFA Society of Naples, the American Institute of CPAs, and a prior member of the board of directors of Meals on Wheels.
Barry 擁有邁阿密大學工商管理碩士學位和明尼蘇達州立大學的學士學位。他還完成了史丹佛商學院的投資管理教育課程。Barry 是弗吉尼亞州和佛羅里達州的 CFA 特許持有人和執照的公共會計師，是 CFA 協會，那不勒斯 CFA 協會，美國會計師協會的成員，以及 Bmeals on Wheels 董事會的先前成員。
ABOUT BNY MELLON WEALTH MANAGEMENT
關於紐約梅隆財富管理
For more than two centuries, BNY Mellon Wealth Management has provided services to financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has $254 billion in total client assets, as of June 30, 2020, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which delivers leading wealth advice across investments, banking, custody, and wealth and estate planning, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. For more information, visit www.bnymellonwealth.com or follow us on Twitter @BNYMellonWealth.
兩個多世紀以來，紐約梅隆財富管理一直為財務上成功的個人和家庭、他們的家族辦公室和商業企業、計劃的捐贈計劃以及捐贈和基金會提供服務。截至 2020 年 6 月 30 日，該公司的客戶總資產達 2.54 億美元，並在美國和國際設有廣泛的辦事處網絡。紐約梅隆財富管理透過紐約梅隆銀行的多家營運附屬公司，為投資、銀行、託管、財富和遺產規劃提供領先的財富諮詢服務。有關更多信息，請訪問我們的網站或關注我們的微博 @BNYMellonWealth。
ABOUT BNY MELLON
關於紐約梅隆
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 and wealth management and investment services in 35 countries. As of June 30, 2020, BNY Mellon had $37.3 trillion in assets under custody and/or administration, and $2.0 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.
紐約梅隆銀行是一家全球性投資公司，致力於在整個投資生命週期幫助客戶管理和服務其金融資產。無論是為機構、企業還是個人投資者提供金融服務，紐約梅隆銀行在 35 個國家/地區提供知情的投資和財富管理和投資服務。截至 2020 年 6 月 30 日，紐約梅隆銀行的託管和/或管理資產達 37.3 萬億美元，管理資產達 2.0 萬億美元。紐約梅隆銀行可以為希望創建、交易、持有、管理、服務、分發或重組投資的客戶提供單一聯絡窗口。紐約梅隆銀行是紐約梅隆銀行（紐約證交所代碼：BK）的企業品牌。如需更多資訊，請瀏覽 www.bnymellon.com。關注我們的推特 @BNYMellon，或造訪我們的新聞中心，取得最新的公司新聞。
Media Contact:
媒體聯絡人：
Rich Stanton
富斯坦頓
212-922-7205
212-922-7205
Rich.Stanton@bnymellon.com
Rich.Stanton@bnymellon.com
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SOURCE BNY Mellon Wealth Management
資料來源紐約梅隆財富管理
/Web site: http://www.bnymellon.com
/網址:http://www.bnymellon.com
(END) Dow Jones Newswires
(完) 道瓊斯通訊社
July 23, 2020 09:42 ET (13:42 GMT)
2020 年 7 月 23 日 09:42 歐洲時間 (格林威治標準時間 13:42)
譯文內容由第三人軟體翻譯。