Press Release: BNY Mellon Wealth Management names Heidi Simpson-Sandoval as Institutional Senior Client Strategist in Los Angeles, CA
BNY Mellon Wealth Management names Heidi Simpson-Sandoval as Institutional Senior Client Strategist in Los Angeles, CA
PR Newswire
LOS ANGELES, Sept. 22, 2020
LOS ANGELES, Sept. 22, 2020 /PRNewswire/ -- BNY Mellon Wealth Management has appointed Heidi Simpson-Sandoval as Institutional Senior Client Strategist, based in Los Angeles. She reports directly to Los Angeles Regional President, Steve Kutz.
In this role, Heidi will serve West Coast institutional investors -- such as endowments, foundations, non-profit institutions, retirement plans, private wealth, and family offices -- seeking Outsourced Chief Investment Officer (OCIO) and investment advisory services. Leveraging the BNY Mellon Investor Solutions capability, Heidi will deliver comprehensive financial solutions, including investment management and consulting, asset allocation, manager research and selection, custody, and customized reporting and analytics expertise, to support clients' investment management objectives and financial goals.
With over 25 years of experience in the financial services industry, Heidi returns to BNY Mellon after spending four years at Northern Trust as Senior Vice President, Regional Director. There, she was responsible for OCIO sales to non-profit organizations and pension plans in the West Region. Prior to joining Northern Trust, Heidi held the roles of Managing Director, Enterprise Retirement Strategy and Managing Director, Insurance/Investment/Nonprofit and Healthcare with BNY Mellon. She previously worked with Mellon Financial Corporation and Dreyfus Corporation.
"Heidi is a respected senior leader and a trusted financial services professional," said Kutz. "Her experience in supporting the complex needs of institutional investors is a direct complement to BNY Mellon Investor Solutions capabilities."
Heidi earned a Bachelor's degree in Business Management/Finance from Brigham Young University. She is a FINRA Series 7 and 63 license holder. In her community, she is a member of the sponsorship and operations committees for the Pasadena Literary Alliance and is a professional member of Los Altos Auxiliary. Heidi previously served on the board of directors for the Los Angeles Master Chorale; was a member of Townhall Los Angeles, La Canada Junior Women's Group, Catholic School Charities; and held various advisory and chair positions with the National Charity League.
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-heidi-simpson-sandoval-as-institutional-senior-client-strategist-in-los-angeles-ca-301135924.html
SOURCE BNY Mellon Wealth Management
/Web site: http://www.bnymellon.com
(END) Dow Jones Newswires
September 22, 2020 12:57 ET (16:57 GMT)
新聞稿:紐約梅隆銀行財富管理公司任命海迪·辛普森-桑多瓦爾為加利福尼亞州洛杉磯的機構高級客户策略師
紐約梅隆銀行財富管理公司任命海迪·辛普森-桑多瓦爾為加利福尼亞州洛杉磯的機構高級客户策略師
美通社
洛杉磯,9月1日2020年22日
洛杉磯,9月1日2020年22日/美通社/--紐約梅隆財富管理公司已任命海蒂·辛普森-桑多瓦爾為駐洛杉磯的機構高級客户策略師。她直接向洛杉磯地區總裁史蒂夫·庫茨彙報工作。
在擔任這一職務期間,海迪將為西海岸機構投資者服務--如捐贈基金、基金會、非營利機構、退休計劃、私人財富和家族理財室--尋求外包首席投資官(OCIO)和投資諮詢服務。利用紐約梅隆銀行的投資者解決方案能力,海迪將提供全面的金融解決方案,包括投資管理和諮詢、資產配置、經理人研究和選擇、託管以及定製的報告和分析專業知識,以支持客户的投資管理目標和財務目標。
海蒂在金融服務業擁有超過25年的經驗,在北方信託公司擔任高級副總裁兼區域總監四年後回到紐約梅隆銀行。在那裏,她負責OCIO向非營利性組織的銷售和西部地區的養老金計劃。在加入北方信託公司之前,海蒂在紐約梅隆銀行擔任企業退休策略部董事總經理和保險/投資/非營利和醫療保健部董事總經理。她之前曾在梅隆金融公司和德雷福斯公司工作。
庫茨説:“海蒂是一位受人尊敬的高級領導人,也是一位值得信賴的金融服務專業人士。”她在支持機構投資者複雜需求方面的經驗是對紐約梅隆銀行投資者解決方案能力的直接補充。“
海蒂從楊百翰大學(Brigham Young University)獲得工商管理/金融學士學位。她是FINRA系列7和63的許可證持有者。在她所在的社區,她是帕薩迪納文學聯盟贊助和運營委員會的成員,也是洛斯阿爾託斯輔助會的專業成員。海蒂之前曾在洛杉磯大師合唱團董事會任職;是洛杉磯市政廳、La Canada青少年婦女團體、天主教學校慈善機構的成員;並在全國慈善聯盟擔任過各種顧問和主席職位。
關於紐約梅隆銀行的財富管理
兩個多世紀以來,紐約梅隆銀行財富管理公司一直為財務上成功的個人和家庭、他們的家族理財室和企業、計劃中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,它的客户總資產為2540億美元,在美國和國際上擁有廣泛的辦事處網絡。紐約梅隆銀行財富管理公司通過紐約梅隆銀行公司的各種運營子公司開展業務,提供涉及投資、銀行、託管以及財富和財產規劃的領先財富建議。欲瞭解更多信息,請訪問www.bnymellonvalth.com或通過Twitter@BNYMellonWealth關注我們。
關於紐約梅隆銀行
紐約梅隆銀行是一家全球性投資公司,致力於幫助其客户在整個投資生命週期內管理和服務他們的金融資產。無論是為機構、公司還是個人投資者提供金融服務,紐約梅隆銀行都在35個國家和地區提供知情的投資、財富管理和投資服務。截至2020年6月30日,紐約梅隆銀行託管和/或管理的資產為37.3萬億美元,管理的資產為2.0萬億美元。紐約梅隆銀行可以作為尋求創建、交易、持有、管理、服務、分銷或重組投資的客户的單一聯繫點。紐約梅隆銀行是紐約梅隆銀行公司(紐約證券交易所市場代碼:BK)的公司品牌。欲瞭解更多信息,請訪問www.bnymellon.com。在Twitter@BNYMellon上關注我們,或訪問我們的新聞編輯室www.bnymellon.com/newsroom獲取最新的公司新聞。
媒體聯繫方式:
裏奇·斯坦頓
212-922-7205
郵箱:Rich.Stanton@bnymellon.com
查看原始content:http://www.prnewswire.com/news-releases/bny-mellon-wealth-management-names-heidi-simpson-sandoval-as-institutional-senior-client-strategist-in-los-angeles-ca-301135924.html
來源:紐約梅隆銀行財富管理公司
/網址:http://www.bnymellon.com
(完)道瓊斯通訊社
2020年9月22日美國東部時間12:57(格林尼治標準時間16:57)