Press Release: BNY Mellon Wealth Management Names Julie Alcala as Senior Wealth Strategist in Chicago, IL

新闻稿:纽约梅隆银行财富管理公司任命Julie Alcala为伊利诺伊州芝加哥的高级财富策略师

2020/08/03 21:28  Dow Jones Newswires

Press Release: BNY Mellon Wealth Management Names Julie Alcala as Senior Wealth Strategist in Chicago, IL

BNY Mellon Wealth Management Names Julie Alcala as Senior Wealth Strategist in Chicago, IL

PR Newswire

CHICAGO, Aug. 3, 2020

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.

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'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."

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.

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-julie-alcala-as-senior-wealth-strategist-in-chicago-il-301104713.html

SOURCE BNY Mellon Wealth Management

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

(END) Dow Jones Newswires

August 03, 2020 09:28 ET (13:28 GMT)

新闻稿:纽约梅隆银行财富管理公司任命Julie Alcala为伊利诺伊州芝加哥的高级财富策略师

纽约梅隆银行财富管理公司任命朱莉·阿尔卡拉为伊利诺伊州芝加哥的高级财富策略师

美通社

芝加哥,2020年8月3日

芝加哥,2020年8月3日/美通社/--纽约梅隆财富管理公司任命朱莉·阿尔卡拉为高级财富策略师,总部设在伊利诺伊州芝加哥。她将与高净值个人、家族理财室、企业主、高管以及基金会和捐赠机构合作,制定他们的财富战略和规划。朱莉直接向芝加哥地区总裁史黛西·库尔曼汇报工作。

朱莉为这一职位带来了20多年的金融服务经验。在加入纽约梅隆银行之前,朱莉曾在威廉·布莱尔(William Blair)担任财富规划总监十年。在此之前,她是瑞士信贷(Credit Suisse)家族财富管理集团的副总裁。在她职业生涯的早期,她曾在RSM、德勤(Deloitte)和安达信(Arthur Andersen&Co.)从事公共会计工作,为高净值人士提供服务。

库尔曼说:“朱莉强大的人脉和对芝加哥市场的深入了解将支持我们的团队发展关系,增强我们向客户提供的服务。”这些优势,加上她的财富管理经验,使她成为我们客户和芝加哥团队不可或缺的资源。“

朱莉拥有CFP(注册商标)和注册会计师称号,被视为在广泛的财富规划主题方面的行业思想领袖。朱莉从印第安纳大学获得会计学学士学位。

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-julie-alcala-as-senior-wealth-strategist-in-chicago-il-301104713.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08月03日东部时间09:28(格林尼治标准时间13:28)

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