BNY Mellon Wealth Management Names Jeremy Gonsalves as National Director of Portfolio Management

Rhea-AI Summary

BNY Mellon Wealth Management has appointed Jeremy Gonsalves as the new National Director of Portfolio Management. With over 25 years of experience, Gonsalves has previously held various roles, including Managing Director for Portfolio Management in New England. He will oversee the firm's asset allocation and investment strategy, reporting to Leo Grohowski, the Chief Investment Officer. BNY Mellon Wealth Management manages $305 billion in total client assets as of June 30, 2021, and provides extensive financial services across investments and wealth planning.

Positive

• Jeremy Gonsalves brings over 25 years of financial service experience, enhancing BNY Mellon's investment management capabilities.
• The firm has a robust total client asset base of $305 billion, illustrating significant financial strength.

Negative

• None.

BOSTON, July 27, 2021 /PRNewswire/ -- BNY Mellon Wealth Management has appointed Jeremy Gonsalves as National Director of Portfolio Management. Jeremy manages the implementation of the firm's asset allocation and investment strategy. He is based in Boston and reports to Leo Grohowski, BNY Mellon Wealth Management Chief Investment Officer.

Jeremy joined BNY Mellon in 1992 and most recently served as a Managing Director for Portfolio Management for the New England Region where he led the investment implementation for multiple teams. He also directly managed multiple client relationships. Prior to joining the wealth management business, he held roles in mutual fund accounting, finance and the portfolio management group within BNY Mellon's mortgage division.

"We are proud to add Jeremy to our investment team with his 25 years of financial service experience overseeing investment implementation, managing high-performing teams and supporting the growth of our wealth management business," said Grohowski. "His notable investment credentials and previous leadership experience will support the delivery and execution of our Active Wealth framework with our investment teams and clients."

Jeremy earned a Bachelor of Science in Accounting and Management Information Systems and a Master of Science in Finance from Boston College. He is a CFA Charterholder and a member of the CFA Society Boston and the CFA Institute. He currently serves on the investment and fiduciary committees for the Pine Street Inn, which partners with homeless individuals in Boston to help them move from the streets and shelters to a home.

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 $305 billion in total client assets, as of June 30, 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 business unit of Wealth Management, BNY Mellon Investor Solutions includes the firm's institutional multi-asset solutions business. It 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 June 30 2021, BNY Mellon had $45.0 trillion in assets under custody and/or administration, and $2.3 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

View original content to download multimedia:https://www.prnewswire.com/news-releases/bny-mellon-wealth-management-names-jeremy-gonsalves-as-national-director-of-portfolio-management-301341830.html

SOURCE BNY Mellon Wealth Management

FAQ

Who is the new National Director of Portfolio Management at BNY Mellon?

Jeremy Gonsalves has been appointed as the National Director of Portfolio Management at BNY Mellon Wealth Management.

What is BNY Mellon's total client assets as of June 30, 2021?

As of June 30, 2021, BNY Mellon Wealth Management manages $305 billion in total client assets.

What qualifications does Jeremy Gonsalves have?

Jeremy Gonsalves holds a Bachelor of Science in Accounting and Management Information Systems and a Master of Science in Finance from Boston College, and he is a CFA Charterholder.

Who does Jeremy Gonsalves report to at BNY Mellon?

Jeremy Gonsalves reports to Leo Grohowski, the Chief Investment Officer of BNY Mellon Wealth Management.