Press Release: BNY Mellon Wealth Management Names Barry McKenzie as Market President in Naples, FL

新闻稿:纽约梅隆银行财富管理公司任命巴里·麦肯齐(Barry McKenzie)为佛罗里达州那不勒斯的市场总裁

2020/07/23 21:42  Dow Jones Newswires

Press Release: BNY Mellon Wealth Management Names Barry McKenzie as Market President in Naples, FL

BNY Mellon Wealth Management Names Barry McKenzie as Market President in Naples, FL

PR Newswire

NAPLES, Fla., July 23, 2020

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.

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.

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.

"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."

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.

ABOUT BNY MELLON WEALTH MANAGEMENT

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.

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 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.

Media Contact:

Rich Stanton

212-922-7205

Rich.Stanton@bnymellon.com

View original content:http://www.prnewswire.com/news-releases/bny-mellon-wealth-management-names-barry-mckenzie-as-market-president-in-naples-fl-301098865.html

SOURCE BNY Mellon Wealth Management

/Web site: http://www.bnymellon.com

(END) Dow Jones Newswires

July 23, 2020 09:42 ET (13:42 GMT)

新闻稿:纽约梅隆银行财富管理公司任命巴里·麦肯齐(Barry McKenzie)为佛罗里达州那不勒斯的市场总裁

纽约梅隆财富管理公司任命巴里·麦肯齐为佛罗里达州那不勒斯的市场总裁

美通社

佛罗里达州那不勒斯,2020年7月23日

亚洲网佛罗里达州那不勒斯2020年7月23日电纽约梅隆银行财富管理公司已任命巴里·麦肯齐(Barry McKenzie)为佛罗里达州那不勒斯的市场总裁。在这一职位上,Barry管理那不勒斯地区的产品和服务交付,并将直接负责财富经理、客户策略师和支持人员。巴里直接向东南地区总裁肯特·莫格勒汇报工作。

Barry从Northern Trust加盟纽约梅隆银行,在那里他担任高级副总裁兼高级个人投资组合经理,负责管理个人、家庭及其私人基金会的大型复杂投资关系。

在此之前,他是Harbour Capital Advisors的创始人和执行合伙人;一家私人家族理财室的首席投资官,管理着上市证券、另类投资和直接私人投资的多元化投资组合;以及美国信托财富管理公司的高级副总裁兼投资组合经理。

Moegerle说:“Barry为我们的团队带来了三十年的投资组合管理、战略规划和家族治理经验。“他为超高净值家庭提供投资管理和家族理财室服务的深厚背景,直接支持我们帮助客户取得长期财务成功的主动财富方式.”

巴里在迈阿密大学获得工商管理硕士学位,在明尼苏达州立大学获得理学士学位。他还完成了斯坦福大学商学院的投资管理教育项目。作为CFA特许持有人和弗吉尼亚州和佛罗里达州的注册会计师,Barry是CFA协会、那不勒斯CFA协会、美国注册会计师协会的成员,也是Meals on Wheels的前董事会成员。

关于纽约梅隆银行的财富管理

两个多世纪以来,纽约梅隆银行财富管理公司一直为财务上成功的个人和家庭、他们的家族理财室和企业、计划中的捐赠计划以及捐赠和基金会提供服务。截至2020年6月30日,它的客户总资产为2540亿美元,在美国和国际上拥有广泛的办事处网络。纽约梅隆银行财富管理公司通过纽约梅隆银行公司的各种运营子公司开展业务,提供涉及投资、银行、托管以及财富和财产规划的领先财富建议。欲了解更多信息,请访问www.bnymellonvalth.com或通过Twitter@BNYMellonWealth关注我们。

关于纽约梅隆银行

纽约梅隆银行是一家全球性投资公司,致力于帮助其客户在整个投资生命周期内管理和服务他们的金融资产。无论是为机构、公司还是个人投资者提供金融服务,纽约梅隆银行都在35个国家和地区提供知情的投资、财富管理和投资服务。截至2020年6月30日,纽约梅隆银行托管和/或管理的资产为37.3万亿美元,管理的资产为2.0万亿美元。纽约梅隆银行可以作为寻求创建、交易、持有、管理、服务、分销或重组投资的客户的单一联系点。纽约梅隆银行是纽约梅隆银行公司(纽约证券交易所市场代码:BK)的公司品牌。欲了解更多信息,请访问www.bnymellon.com。在Twitter@BNYMellon上关注我们,或访问我们的新闻编辑室www.bnymellon.com/newsroom获取最新的公司新闻。

媒体联系方式:

里奇·斯坦顿

212-922-7205

邮箱:Rich.Stanton@bnymellon.com

查看原始content:http://www.prnewswire.com/news-releases/bny-mellon-wealth-management-names-barry-mckenzie-as-market-president-in-naples-fl-301098865.html

来源:纽约梅隆银行财富管理公司

/网址:http://www.bnymellon.com

(完)道琼斯通讯社

2020年7月23日东部时间09:42(格林尼治标准时间13:42)

免责声明:中文翻译由腾讯翻译君提供支持,富途对翻译信息的准确性或可靠性所造成的任何损失不承担任何责任。

Copyright©2019 FUTU. All rights reserved. FUTU does not provide any investment advice.