BNY Mellon Wealth Management Announces Dawn Guffey as Senior Director in Naples, FL

Rhea-AI Summary

BNY Mellon Wealth Management has appointed Dawn Guffey as Senior Director in Naples, responsible for managing portfolios and offering strategic advice to ultra-high-net-worth families. With a career spanning over 36 years at BNY Mellon, Guffey's experience includes roles as Chief Investment Officer and risk officer. Her extensive investment credentials are expected to enhance the Naples office's performance. BNY Mellon manages $265 billion in client assets and provides comprehensive wealth management services to individuals and families.

Positive

• Dawn Guffey brings over 36 years of experience at BNY Mellon, which strengthens the leadership in the Naples office.
• The appointment is anticipated to enhance strategic planning for ultra-high-net-worth families.
• BNY Mellon has a robust asset base of $265 billion, indicating strong financial stability.

Negative

• None.

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

FAQ

Who has been appointed as Senior Director at BNY Mellon Wealth Management?

Dawn Guffey has been appointed as Senior Director at BNY Mellon Wealth Management.

What is the responsibility of the new Senior Director at BNY Mellon Wealth Management?

Dawn Guffey is responsible for managing portfolios and providing strategic advice for ultra-high-net-worth families.

How long has Dawn Guffey worked at BNY Mellon?

Dawn Guffey has worked at BNY Mellon for over 36 years.

What is the total client assets managed by BNY Mellon as of September 30, 2020?

As of September 30, 2020, BNY Mellon manages $265 billion in total client assets.

What is BNY Mellon’s stock symbol?

BNY Mellon’s stock symbol is BK.