Looking in new directions without losing sight of client needs

Get the Most From Your Board of Directors

Taking steps to ensure your board is well-designed, well-informed and properly engaged will reap significant benefits for your company's shareholders and management team. 

Investing for a Disruptive Future

Ridge Powell

Technological advances are pointing toward a future in which markets are subject to rapid and continuous change. This presents new challenges for investors, but also new opportunities.

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From Philanthropy to Social Investment: A New Way of Giving

Avery Tucker Fontaine

As philanthropists come to think of themselves as social investors, non-profits must also redefine themselves as "for-purpose" institutions that can aid in identifying opportunities across the investment spectrum.

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Director of Investment Strategy, Jeff Mortimer on CNBC's Squawk on the Street

BNY Mellon Wealth Management’s, Jeff Mortimer discusses the recent resilience of the market. Have we shifted in sentiment?

Jan 10, 2019


Great wealth management minds, thinking ahead

Jere Doyle

Jere Doyle is an estate planning strategist for BNY Mellon Wealth Management and a senior vice president of BNY Mellon. He has been with the firm since 1981. Jere provides wealthy individuals and families throughout the country with integrated wealth management advice on how to hold, manage, and transfer their wealth in a tax efficient manner.

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