BNY Mellon Wealth Management Names Kent Moegerle as Southeast Regional President

Rhea-AI Summary

BNY Mellon Wealth Management has appointed Kent Moegerle as Southeast Regional President as of July 20, 2020. He will manage strategy, business development, and marketing across key markets, including Atlanta and Miami. Moegerle previously held roles at BNY Mellon and SunTrust, focusing on revenue growth and strategic initiatives. BNY Mellon oversees $254 billion in client assets, emphasizing financial success through its Active Wealth approach. This appointment aims to enhance the company's position in the competitive wealth management landscape.

Positive

• Appointment of experienced Kent Moegerle as Southeast Regional President is likely to enhance strategic growth.
• BNY Mellon Wealth Management boasts $254 billion in total client assets, indicating strong market positioning.

Negative

• None.

ATLANTA, July 20, 2020 /PRNewswire/ -- BNY Mellon Wealth Management has appointed Kent Moegerle as Southeast Regional President, overseeing the Atlanta, Fort Lauderdale, Miami, Naples, Palm Beach Gardens, Tampa, and Winter Park markets. 

In this role, Kent is responsible for driving strategy, business development, marketing, portfolio management, and private banking activities for the region, as well as the delivery of advice to outsourced chief investment officers (OCIO), institutional investors, private foundations, endowments, and family offices. He reports directly to BNY Mellon Wealth Management CEO Catherine Keating and serves as a member of the Wealth Management leadership team.

Kent joined BNY Mellon Wealth Management in 2019 as Southeast Regional Head of Client Strategy, with responsibility for cascading strategy, aligning goals and objectives, and standardizing success metrics throughout the organization. Prior to this, he spent nearly two decades at SunTrust (Truist), most recently serving as Private Wealth Management Division Executive with oversight of revenue growth and development of key corporate and market initiatives. From 2011 to 2016, he was a Managing Director at SunTrust, responsible for restructuring and growing the Nashville market, where he implemented new leadership strategies to improve and sustain team performance.

"With over 25 years of financial services and wealth management experience, and a deep understanding of the Southeast Region, Kent brings a valued perspective to the Wealth Management team," said Keating. She continued, "His leadership will be instrumental in the strategic growth of the region and the delivery of our Active Wealth approach, which helps clients achieve meaningful and lasting financial success."

Kent earned a bachelor's degree in finance from the University of Central Florida. He is also a CFP®. A resident of Atlanta, he is active in his community, supporting the Woodruff Arts Center and the United Way. He is a former board member for the Nashville Sports Council, Nashville Opera, and Ruth Eckerd Hall.

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: 
Rich Stanton
212-922-7205
Rich.Stanton@bnymellon.com  

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SOURCE BNY Mellon Wealth Management

FAQ

What is the significance of Kent Moegerle's appointment at BNY Mellon (BK)?

Kent Moegerle's appointment as Southeast Regional President at BNY Mellon is expected to drive strategic growth and improve client service in key markets.

What assets does BNY Mellon Wealth Management manage?

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

When was Kent Moegerle appointed as Southeast Regional President of BNY Mellon?

Kent Moegerle was appointed as Southeast Regional President on July 20, 2020.

What markets will Kent Moegerle oversee as Southeast Regional President?

Kent Moegerle will oversee markets including Atlanta, Fort Lauderdale, Miami, Naples, Palm Beach Gardens, Tampa, and Winter Park.

What is BNY Mellon's total assets under management?

As of June 30, 2020, BNY Mellon has $37.3 trillion in assets under custody and/or administration, with $2.0 trillion in assets under management.