MIAMI, Dec. 14, 2020 /PRNewswire/ -- BNY
Mellon Wealth Management has named Laura
Kaplan as Market President in Miami, FL where she leads the region's wealth
management practice. In this role, she oversees the market's client
strategists, wealth managers and support staff. She reports
directly to Southeast President, Kent
Moegerle.
Laura joins BNY Mellon from Bank of America Private Bank
(formerly known as U.S. Trust), where she served as Managing
Director and Senior Private Client Advisor responsible for managing
high-net-worth families and their affiliated entities across the
country. Prior roles include Managing Director for Deutsche Bank
Private Bank, Market Manager for Citi Private Bank Law Firm Group,
and Vice President of Global Relationships at Citigroup Latin
America. Laura began her career as an Analyst for General Motors
Treasury focused on the Asia-Pacific region.
"Laura's significant experience in wealth management, and her
deep knowledge of the Southeast market, will be a great addition to
our Florida team as we continue to
grow our Active Wealth offer for ultra-high-net-worth individuals
and families," said Moegerle of BNY Mellon Wealth Management.
Laura earned a B.A. in Economics and Mandarin from Wellesley College and a Master of International
Business in Chinese and Finance from Darla
Moore School of Business. She is a Board Member of the Perez
Art Museum Miami (PAMM) and Co-Chair of The Commonwealth Institute
Florida, a non-profit devoted to the mentorship and advancement of
women in leadership. She is a member of the International Women's
Forum and a philanthropist.
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