New location brings global organization’s suite of services to
HOUSTON--(BUSINESS WIRE)--Aug. 22, 2017--
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.
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Source: BNY Mellon Wealth Management
Lucy Muscarella, 617-312-6411