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

新闻稿:纽约梅隆银行财富管理公司任命拉里·特克勒(Larry Tekler)为高级董事,加利福尼亚州纽波特海滩的团队负责人

2020/07/29 21:44  Dow Jones Newswires

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

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

PR Newswire

NEWPORT BEACH, Calif., July 29, 2020

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.

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.

"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."

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.

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.

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-larry-tekler-as-senior-director-team-leader-in-newport-beach-ca-301102240.html

SOURCE BNY Mellon Wealth Management

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

(END) Dow Jones Newswires

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

新闻稿:纽约梅隆银行财富管理公司任命拉里·特克勒(Larry Tekler)为高级董事,加利福尼亚州纽波特海滩的团队负责人

纽约梅隆银行财富管理公司任命拉里·特克勒为高级总监,加利福尼亚州纽波特海滩的团队负责人

美通社

加利福尼亚州纽波特海滩,2020年7月29日

新港海滩,加利福尼亚州,2020年7月29日/美通社/--纽约梅隆财富管理公司任命拉里·特克勒为高级董事,加州新港海滩的团队负责人。Larry领导着一支才华横溢的财富经理和合伙人团队,为在新港海滩市场具有复杂财务需求的企业主、家族、家族理财室和其他客户提供广泛而全面的财富管理解决方案。拉里直接向西部地区总裁罗布·克里塞纳(Rob Kricena)汇报工作。

拉里从他创立的一家个人家族理财室加盟纽约梅隆财富管理公司,专注于个人房地产交易和合伙投资的私人投资。在此之前,拉里曾担任花旗私人银行西部地区董事总经理兼投资主管。他也是富国银行家族财富公司的高级副总裁兼区域董事总经理。

Kricena说:“拉里有30年与超高净值客户和领导团队合作的行业经验,他对我们的客户今天面临的问题和关切有独特的理解。他在提供财富管理解决方案方面的深厚知识和老练将支持我们的积极财富框架,以满足客户的长期财务愿望。“

拉里拥有加州大学欧文分校的金融MBA学位,以及圣地亚哥州立大学的工商管理和金融理学学士学位。他还与伦敦经济学院(London School Of Economics)和哈佛商学院(Harvard Business School)完成了高管教育项目。

在他所在的社区,拉里担任第一个特奥兰治县的志愿者,并担任过奥兰治县税务监督委员会的联合主席和成员。

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-larry-tekler-as-senior-director-team-leader-in-newport-beach-ca-301102240.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29日东部时间09:44(格林尼治标准时间13:44)

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.