Company Announcements

BNY Mellon Wealth Management Opens Houston Office

Source: Business Wire

New location brings global organization’s suite of services to Houston-based clientele

HOUSTON--(BUSINESS WIRE)--Aug. 22, 2017-- BNY Mellon Wealth Management has opened an office in Houston, Texas, bringing the global organization’s full suite of wealth management services to the region. With more than two centuries of experience providing investment management, wealth and estate planning, and private banking services, the firm serves private individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations around the world.

Regional Managing Director Thomas Cademartori will head the Houston office, located at 2229 San Felipe Street, along with Dallas-based Texas Regional President Todd Carlton. Cademartori has nearly 20 years of wealth management experience, previously serving as vice president in BNY Mellon Wealth Management’s Dallas office. He brings extensive regional knowledge and expertise to his new role, having spent the majority of his career in the Texas market.

Houston represents one of the top wealth markets in the U.S. and one of the fastest-growing. The Houston office will open with 10 employees dedicated to local clientele.

“With the establishment of our Houston office, BNY Mellon Wealth Management is able to deliver our unparalleled services and the expertise of our global network through dedicated, on-the-ground advisors,” said Carlton. “We are thrilled to serve the Houston market and look forward to expanding our presence to continue to meet and exceed our clients’ needs.”

BNY Mellon Wealth Management has more than 40 offices across 18 U.S. states, Washington, D.C., Toronto, London, Grand Cayman and Hong Kong. It manages nearly $216 billion in total private client assets.

About BNY Mellon Wealth Management
BNY Mellon Wealth Management is a leading wealth manager. In 2016, it was named by Family Wealth Report as the top U.S. Private Bank and rated the Top Private Bank for Family Offices by Professional Wealth Management magazine. Barron’s ranked it the 8th largest U.S. wealth manager in 2016. The firm has more than two centuries of experience in providing services to clients who today include financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has nearly $216 billion in total private client assets, as of June 30, 2017, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which provides investment management, custody, wealth and estate planning and private banking services, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. For more information go to 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 management and investment services in 35 countries and more than 100 markets. As of June 30, 2017, BNY Mellon had $31.1 trillion in assets under custody and/or administration, and $1.8 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.

Source: BNY Mellon Wealth Management

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Lucy Muscarella, 617-312-6411
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