BNY Mellon Wealth Management Names Alicia Levine Head of Equities, Capital Markets Advisory and Vice Chair of Wealth Management's Investment Strategy Committee

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BNY Mellon Wealth Management has appointed Alicia Levine as the new Head of Equities, Capital Markets Advisory, and Vice Chair of the Investment Strategy Committee, succeeding Sinead Colton Grant. Alicia, who joined BNY Mellon in 2016, previously served as Chief Strategist and Managing Director. With over two decades of investment experience, she will oversee U.S. Equity and Capital Markets Advisory groups. BNY Mellon manages $292 billion in client assets as of March 31, 2021, and is a leading provider of wealth management services.

Positive

• Alicia Levine brings over 20 years of investment experience to her new role.
• BNY Mellon has significant client assets, totaling $292 billion.

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• None.

NEW YORK, July 1, 2021 /PRNewswire/ -- BNY Mellon Wealth Management has appointed Alicia Levine as Head of Equities, Capital Markets Advisory and Vice Chair of Wealth Management's Investment Strategy Committee subject to appropriate committee approval. She succeeds Sinead Colton Grant, who was appointed Global Head of BNY Mellon Investor Solutions. Alicia will oversee the Large Cap U.S. Equity, Equity Trading and Capital Markets Advisory groups. She is based in New York and reports to Leo Grohowski, BNY Mellon Wealth Management Chief Investment Officer.

Alicia joined BNY Mellon in 2016 and most recently served as the Chief Strategist and Managing Director of BNY Mellon Investment Management. Her role encompassed identifying macro themes, policy choices, and economic factors that affect global asset classes. She served as one of the firm's leading external voices for market analysis and investment outlooks. She has appeared in various media outlets including CNBC, Bloomberg, Fox Business, Barron's, CNN, WSJ, and the Financial Times. Prior to joining BNY Mellon, she served as Director of Communications at Angelo, Gordon and Co., a multi-strategy alternative asset manager. Prior to Angelo Gordon, she held various positions, including research analyst and portfolio manager at Bentley Capital Management.

"Alicia brings two decades of investment experience, analytical skills and a keen understanding of the markets and macro-economic policy to our investment management team," said Grohowski. "She has become a widely sought-after market commentator and investments speaker during her tenure at BNY Mellon. We look forward to having Alicia lead our equities team and work with our clients to protect and grow their investments as part of our Active Wealth framework."

Alicia earned a Bachelor of Arts from Brown University and a Master of Arts and Doctor of Philosophy from the University of Chicago. She was awarded a pre-doctoral fellowship from Stanford University, a post-doctoral fellowship from Harvard University and a research fellowship from the Hoover Institution. Alicia is a voluntary member of the Investment Committee for the National Academy of Design, which promotes art and architecture in America through exhibition and instruction. She was also awarded "Changemaker of the Year" by Savvy Ladies, a non-profit that brings financial planning education to women.

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 $292 billion in total client assets, as of March 31, 2021, 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. A division of Wealth Management, BNY Mellon Investor Solutions includes the firm's institutional multi-asset solutions business. It has $29B in AUM/AUA as of March 31, 2021 and is penetrating the rapidly growing OCIO market. 

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 March 31, 2021, BNY Mellon had $41.7 trillion in assets under custody and/or administration, and $2.2 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 is the new Head of Equities at BNY Mellon?

Alicia Levine has been appointed as the new Head of Equities at BNY Mellon Wealth Management.

What are Alicia Levine's previous roles at BNY Mellon?

Before her new appointment, Alicia Levine served as Chief Strategist and Managing Director at BNY Mellon Investment Management.

How much in client assets does BNY Mellon manage?

As of March 31, 2021, BNY Mellon Wealth Management manages $292 billion in client assets.

Who did Alicia Levine succeed at BNY Mellon?

Alicia Levine succeeded Sinead Colton Grant as Head of Equities and Vice Chair of the Investment Strategy Committee.

What will Alicia Levine oversee at BNY Mellon?

Alicia Levine will oversee Large Cap U.S. Equity, Equity Trading, and Capital Markets Advisory groups.