HOUSTON, Nov. 18, 2020 /PRNewswire/ -- BNY Mellon
Wealth Management named Adam Innerst
as Market President in Houston, TX
to lead the region's wealth management practice, with
responsibility for client strategists, wealth managers and support
staff. Adam reports directly to Regional President Todd Carlton.
Adam joins BNY Mellon from Bank of America Private Bank where he
was a Senior Vice President and Senior Wealth Strategist,
responsible for the planning and implementation of generational
wealth transfer strategies, philanthropy and wealth management
services for affluent families, family offices, business owners and
executives.
Prior to that he was a Senior Wealth Advisor for Northern Trust
in Houston and a Senior Wealth
Advisor for J.P. Morgan in New York,
NY and Greenwich, CT.
Adam brings experience as a lawyer and accountant having
worked in Washington D.C. and
Northern Virginia areas.
"With over a decade of experience working with affluent families
on strategic planning and wealth management, along with a deep
understanding of the Houston
region, Adam brings a valued perspective to the Wealth Management
team," said Carlton. "His leadership will be instrumental in
the strategic growth of the region and the delivery of our Active
Wealth approach tohelp clients achieve meaningful and lasting
financial success."
Adam earned his J.D. from The Catholic
University of America, Columbus
School of Law in Washington,
D.C. and a B.S. from George Mason
University in Fairfax, VA.
He also completed the Certified Private Wealth Advisor, Executive
Education Program through the Investments & Wealth Institute. A
licensed attorney in New York,
Adam is a member of the New York
State Bar Association and the Houston Estate and Financial
Forum.
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 $265
billion in total client assets, as of Sept. 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 Sept. 30, 2020, BNY Mellon had
$38.6 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