NEWPORT BEACH, Calif.,
Oct. 8, 2020 /PRNewswire/ -- BNY
Mellon Wealth Management has named Edward
Mora as a Regional President in Orange County, CA. Ed will be responsible for
leading all aspects of the wealth management business in
Orange and San Diego counties, including advisory,
investments, fiduciary, private banking, and marketing. He is based
in Newport Beach, CA and reports
directly to West Markets President Rob
Kricena.
Ed joins BNY Mellon with more than 27 years of wealth management
experience. Most recently, Ed worked for Bank of the West | BNP
Paribas Wealth Management as Senior Vice President and Head of the
Southern California Region. Prior to Bank of the West | BNP
Paribas, Ed was an executive with Union Bank Private Bank, where he
founded and led the wealth planning division across three
states.
"Ed brings to this role his deep experience in leading multiple
teams of wealth advisors, focused on serving successful families,
private business owners, and real estate investors," said Kricena.
"His leadership will be essential in supporting our teams' Active
Wealth approach as they advise our clients in building, managing,
and sustaining wealth across generations and market cycles."
With strong ties to the Orange County
community, Ed currently serves on several non-profit boards,
including Project Access and UCI Center for Investment and Wealth
Management, and previously served on the board of directors of UCP
of Orange County. He is also a
mentor for undergraduate business students at California State University, Long Beach.
Ed earned a Bachelor of Science Degree in Finance from
California State University, Long Beach
and a Master of Business Administration Degree in Financial
Decision Systems from Loyola Marymount
University. Ed holds the Certified Financial Planner (CFP®)
designation, as well as Series 7, 66, and 24 securities
licenses.
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