NAPLES, Fla., Dec. 1, 2020 /PRNewswire/ -- BNY Mellon
Wealth Management has announced the appointment of Dawn Guffey to Senior Director, Wealth
Management, where she is responsible for managing portfolios as
well as providing strategic planning and advice for
ultra-high-net-worth-families and their private foundations. Based
in Naples, Dawn reports to Market
President, Barry McKenzie.
Dawn joined BNY Mellon in 1984, and has since served in various
investment management roles, including as a Chief Investment
Officer in the Cash Investment Strategies Group, and most recently,
as a Corporate Senior Information Risk Officer (CSIRO) and Privacy
Steward for BNY Mellon Investment Management. Subsequent roles
include Executive Vice President and Senior Portfolio Manager for
BNY Mellon Cash Investment Strategies, Senior Portfolio Manager at
Standish Mellon and Portfolio Manager and Trader for Mellon Bank in
the Capital Markets Business.
"Dawn brings tremendous investment credentials from a 36-year
career at BNY Mellon working with institutional investors and
managing investment teams focused on money markets, securities
lending, portfolio management and risk management," said McKenzie
"Her deep relationships throughout the firm and institutional
pedigree will be an enormous asset to our Naples office and support our Active Wealth
approach to helping individuals and families reach their financial
goals."
Dawn earned a Bachelor of Science degree in Business and
Managerial Economics from Carnegie-Mellon
University. She is certified in risk and information systems
control (CRISC) ISACA.
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