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Press Release: BNY Mellon Wealth Management Names Larry Tekler as Senior Director, Team Leader in Newport Beach, CA

Press Release: BNY Mellon Wealth Management Names Larry Tekler as Senior Director, Team Leader in Newport Beach, CA

新聞稿:紐約梅隆財富管理委任 Larry Tekler 為加州紐波特海灘高級總監及團隊負責人
Dow Jones Newswires ·  2020/07/29 21:44

Press Release: BNY Mellon Wealth Management Names Larry Tekler as Senior Director, Team Leader in Newport Beach, CA

新聞稿:紐約梅隆財富管理委任 Larry Tekler 為加州紐波特海灘高級總監及團隊負責人

BNY Mellon Wealth Management Names Larry Tekler as Senior Director, Team Leader in Newport Beach, CA

紐約梅隆財富管理委任 Larry Tekler 為加利福尼亞州紐波特海灘高級總監及團隊負責人

PR Newswire

美通社

NEWPORT BEACH, Calif., July 29, 2020

紐波特海灘, 加利福尼亞州., 2020 年.

NEWPORT BEACH, Calif., July 29, 2020 /PRNewswire/ -- BNY Mellon Wealth Management has named Larry Tekler as Senior Director, Team Leader in Newport Beach, CA. Larry leads a talented group of Wealth Managers and Associates to deliver a broad and holistic set of wealth management solutions to business owners, families, family offices, and other clients with complex financial needs in the Newport Beach market. Larry reports directly to West Regional President Rob Kricena.

紐約州紐波特海灘,加利福尼亞州紐波特海灘,2020 年 7 月 29 日通訊社/-紐約梅隆財富管理公司已任命 Larry Tekler 為加利福尼亞州紐波特海灘的高級總監和團隊負責人。Larry 領導一群才華橫溢的財富管理人和聯營公司,為紐波特海灘市場有複雜財務需求的企業主、家族、家族辦公室和其他客戶提供一套廣泛而全面的財富管理解決方案。拉里直接向西部地區總統羅布·克里切納報告。

Larry joins BNY Mellon Wealth Management from a personal family office he founded, focused on private investments in individual real estate transactions and partnership investments. Prior to that, Larry served as Managing Director, Head of Investments for the Western Region of The Citi Private Bank. He was also Senior Vice President and Regional Managing Director with Wells Fargo Family Wealth.

Larry 在他創立的個人家族辦公室加入紐約梅隆財富管理公司,專注於個人房地產交易和合夥投資的私人投資。在此之前,Larry 曾擔任花旗私人銀行西部地區董事總經理兼投資部主管。他還擔任富國銀行家族財富管理的高級副總裁兼區域董事總經理。

"With 30 years of industry experience working with ultra-high-net-worth clients and leading teams, Larry brings a unique understanding of the issues and concerns that our clients are facing today," said Kricena. "His deep knowledge and sophistication in delivering Wealth Management solutions will support our Active Wealth framework to meet clients' long-term financial aspirations."

Kricena 表示:「憑藉 30 年與超高淨值客戶和領先團隊合作的行業經驗,Larry 對客戶目前面臨的問題和疑慮具有獨特的理解。他在提供財富管理解決方案方面的深厚知識和熟練,將支持我們的主動財富架構,以滿足客戶的長期財務願望。」

Larry has a MBA degree in Finance from University of California, Irvine and a Bachelor of Science degree in Business Administration, Finance from San Diego State University. He also completed executive education programs with the London School of Economics and Harvard Business School.

Larry 擁有加州大學爾灣分校金融工商管理碩士學位,以及聖地牙哥州立大學工商管理和金融理學士學位。他還與倫敦經濟學院和哈佛商學院完成了高管教育課程。

In his community, Larry serves as a volunteer for The First Tee Orange County and has served as co-chair and member of the Orange County Tax Oversight Committee.

在他的社區中,Larry 擔任第一個 Tee 橙縣的志願者,並曾擔任奧蘭治縣稅務監督委員會的聯合主席和成員。

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 29, 2020 09:44 ET (13:44 GMT)

2020 年 7 月 29 日 09:44 東部時間 (格林威治標準時間 13:44)

譯文內容由第三人軟體翻譯。


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