BNY Mellon Wealth Management Names Edward Mora as Regional President in Orange County, CA

Rhea-AI Summary

BNY Mellon Wealth Management has appointed Edward Mora as the new Regional President for Orange County, CA. With over 27 years of experience in wealth management, Mora will oversee business operations across Orange and San Diego counties, including advisory and private banking. Previously, he held senior roles at Bank of the West and Union Bank. Mora aims to enhance the firm's Active Wealth strategy, focusing on serving affluent families and business owners. As of June 30, 2020, BNY Mellon managed $254 billion in client assets.

Positive

• Appointment of Edward Mora as Regional President could strengthen leadership in key markets.
• Mora's extensive experience in wealth management may enhance client services and business growth.
• Focus on Active Wealth strategy may attract more affluent clients.

Negative

• None.

NEWPORT BEACH, Calif., Oct. 8, 2020 /PRNewswire/ -- BNY Mellon Wealth Management has named Edward Mora as a Regional President in Orange County, CA. Ed will be responsible for leading all aspects of the wealth management business in Orange and San Diego counties, including advisory, investments, fiduciary, private banking, and marketing. He is based in Newport Beach, CA and reports directly to West Markets President Rob Kricena.

Ed joins BNY Mellon with more than 27 years of wealth management experience. Most recently, Ed worked for Bank of the West | BNP Paribas Wealth Management as Senior Vice President and Head of the Southern California Region. Prior to Bank of the West | BNP Paribas, Ed was an executive with Union Bank Private Bank, where he founded and led the wealth planning division across three states.

"Ed brings to this role his deep experience in leading multiple teams of wealth advisors, focused on serving successful families, private business owners, and real estate investors," said Kricena. "His leadership will be essential in supporting our teams' Active Wealth approach as they advise our clients in building, managing, and sustaining wealth across generations and market cycles."

With strong ties to the Orange County community, Ed currently serves on several non-profit boards, including Project Access and UCI Center for Investment and Wealth Management, and previously served on the board of directors of UCP of Orange County. He is also a mentor for undergraduate business students at California State University, Long Beach.

Ed earned a Bachelor of Science Degree in Finance from California State University, Long Beach and a Master of Business Administration Degree in Financial Decision Systems from Loyola Marymount University. Ed holds the Certified Financial Planner (CFP®) designation, as well as Series 7, 66, and 24 securities licenses.

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 $254 billion in total client assets, as of June 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 June 30, 2020, BNY Mellon had $37.3 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 is Edward Mora in relation to BNY Mellon?

Edward Mora has been appointed as the Regional President for BNY Mellon Wealth Management in Orange County, CA.

What experience does Edward Mora bring to BNY Mellon?

Edward Mora has over 27 years of experience in wealth management, previously serving as Senior Vice President at Bank of the West.

What is the focus of BNY Mellon Wealth Management under Edward Mora?

The focus will be on enhancing the Active Wealth approach, serving successful families and business owners.

What are the assets managed by BNY Mellon as of June 30, 2020?

As of June 30, 2020, BNY Mellon Wealth Management had $254 billion in total client assets.

Which counties will Edward Mora oversee for BNY Mellon?

Edward Mora will lead the wealth management business in Orange and San Diego counties.