CHICAGO--(BUSINESS WIRE)--Nov. 16, 2017--
Mellon Wealth Management has named Peter Paolilli as a Senior Wealth
Director in Chicago, IL. Paolilli will report to Garrett Alton, Managing
Director of Business Development and will be responsible for providing
comprehensive wealth and investment advice to high net worth clients as
well as generating new business.
“With almost 25 years of extensive experience, Peter has a built a
strong reputation for himself in the industry,” said Alton. “He will
play an integral role in our strategic efforts and we are very excited
for him to join our growing and talented Chicago team.”
Prior to joining BNY Mellon Wealth Management, Paolilli held 2 positions
at Northern Trust over a 10 year period. Most recently he was vice
president and wealth strategist. In this role, Paolilli was responsible
for developing wealth management and financial planning strategies for
affluent individuals, families and business owners. Prior to Northern
Trust, Paolilli was vice president at Bank of America.
Paolilli holds a Bachelor of Science in Finance from the University of
Illinois and a Masters of Business Administration in Finance, Marketing,
Management & Strategy from Northwestern University. He is also a
Certified Private Wealth Advisor (CPWA).
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 10th largest U.S. wealth manager in 2017. 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 $231 billion in total
client assets, as of September 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 Sept. 30, 2017, BNY
Mellon had $32.2 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