Press Release: BNY Mellon Wealth Management Names Julie Alcala as Senior Wealth Strategist in Chicago, IL
Press Release: BNY Mellon Wealth Management Names Julie Alcala as Senior Wealth Strategist in Chicago, IL
Press Release: BNY Mellon Wealth Management Names Julie Alcala as Senior Wealth Strategist in Chicago, IL
新聞稿：紐約梅隆財富管理任命朱莉·阿爾卡拉為伊利諾州芝加哥高級財富策略師
BNY Mellon Wealth Management Names Julie Alcala as Senior Wealth Strategist in Chicago, IL
紐約梅隆財富管理任命 Julie Alcala 為伊利諾伊州芝加哥高級財富策略師
PR Newswire
美通社
CHICAGO, Aug. 3, 2020
芝加哥，二零二零年八月三日
CHICAGO, Aug. 3, 2020 /PRNewswire/ -- BNY Mellon Wealth Management has named Julie Alcala as Senior Wealth Strategist, based in Chicago, IL. She will work with high-net-worth individuals, family offices, business owners, executives, and foundations and endowments on their wealth strategy and planning. Julie reports directly to Chicago Regional President, Stacie Kuhlman.
芝加哥，2020 年 8 月 3 日/新聞通訊社/-紐約梅隆財富管理公司已將 Julie Alcala 任命為總部位於伊利諾州芝加哥的高級財富策略師。她將與高淨值個人，家族辦公室，企業主，高管以及基金會和捐贈合作，進行財富策略和規劃。朱莉直接向芝加哥地區總統斯塔西·庫爾曼報告。
Julie brings over 20 years of financial services experience to this role. Prior to joining BNY Mellon, Julie spent ten years at William Blair as Director of Wealth Planning. Before that, she was a vice president in the Family Wealth Management Group at Credit Suisse. Earlier in her career, she worked in public accounting at RSM, Deloitte, and Arthur Andersen & Co., serving high-net-worth individuals.
Julie 帶來了超過 20 年的金融服務經驗擔任這個職位。在加入紐約梅隆銀行之前，Julie 在威廉·布萊爾（William Blair）擔任財富規劃總監十年。在此之前，她是瑞士信貸家族財富管理集團的副總裁。在職業生涯的早期，她曾在 RSM，德勤和亞瑟·安德森公司（Arthur Andersen ＆Co.）從事公共會計工作，為高淨值個人提供服務。
"Julie's strong network and deep understanding of the Chicago market will support our team in growing relationships and enhancing our offering to clients," Kuhlman said. "These strengths, coupled with her wealth management experience, make her an indispensable resource for our clients and the Chicago team."
Kuhlman 說：「Julie 強大的網絡和對芝加哥市場的深刻理解將支持我們的團隊在不斷增長的關係並增強我們對客戶的服務。」這些優勢加上她的財富管理經驗，使她成為我們客戶和芝加哥團隊不可或缺的資源。」
With both CFP(R) and Certified Public Accountant designations, Julie is viewed as an industry thought leader on a broad range of wealth planning topics. Julie earned a B.S. in accounting from Indiana University.
Julie 擁有 CFP（R）和註冊會計師名稱，在廣泛的財富規劃主題上被視為行業思想領袖。Julie 擁有印第安納大學會計學士學位。
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
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(END) Dow Jones Newswires
(完) 道瓊斯通訊社
August 03, 2020 09:28 ET (13:28 GMT)
2020 年八月 3 日（格林威治標準時間 13:28）
譯文內容由第三人軟體翻譯。