CHICAGO, Oct. 7, 2020 /PRNewswire/ -- BNY Mellon
Wealth Management has named Greg
Teegen as Senior Client Strategist, based in Chicago, IL and covering the Midwest. He will
work with our ultra-high-net-worth clients, including business
owners, corporate executives, private equity fund principals,
family offices, and foundations and endowments on their wealth
strategy and planning. Greg reports directly to Andy Paterson, Central Region President.
Greg brings over 25 years of financial services experience to
this role. Prior to joining BNY Mellon, Greg was an Executive
Director in the J.P. Morgan Private Bank where he worked with
ultra-high-net-worth families, family offices, and foundations,
advising them on all aspects of their multi-generational wealth.
Before his role in the Private Bank, he held a variety of
leadership positions in the Chase Commercial Bank, providing
credit, treasury management, capital markets, and corporate finance
advisory solutions for mid-sized companies.
"Greg's experience working with high-net-worth individuals and
families to build comprehensive wealth management strategies
directly aligns with our BNY Mellon Active Wealth approach to
preserve, grow, and transfer investors' wealth to future
generations," said Paterson.
Greg earned a Bachelor's degree in Business Administration from
Indiana University and a Master of
Business Administration degree from the University of Chicago, Booth School of Business. In
his community, he is a board member for both HFS Chicago Scholars
and Ladder Up.
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:
Ben Tanner
212-635-8676
Ben.Tanner@bnymellon.com
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SOURCE BNY Mellon Wealth Management