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British Steel Active Wealth IFA banned for 13 years

British Steel Active Wealth IFA banned for 13 years
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Insolvency Service Bans Pension Adviser On £23M Transfers

Insolvency Service Bans Pension Adviser On £23M Transfers
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BNY Mellon Wealth Management Appoints Karen Wawrzaszek As Regional President in Washington DC

BNY Mellon Wealth Management Appoints Karen Wawrzaszek As Regional President in Washington DC News provided by Share this article Share this article NEW YORK, May 27, 2021 /PRNewswire/ BNY Mellon Wealth Management named Karen Wawrzaszek as the new Regional President for the DC area. She succeeds Camille Alexander, who was appointed Head of Sales-Investor Solutions, BNY Mellon Wealth Management. Karen will lead the DC office and focus on client relationships, COI interactions, product, service and sales delivery. She brings extensive experience in the Family Office and Fiduciary space as well as Impact-oriented investing. She is a recognized thought leader in ESG, sustainable, and values-aligned investing strategies. Karen reports to Andy Paterson, Regional President of the Central Region.

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BNY Mellon Wealth Management Named Bryce Walker Senior Client Strategist in Tampa, Fla

Share this article Share this article TAMPA, Fla., May 5, 2021 /PRNewswire/ BNY Mellon Wealth Management named Bryce Walker as Senior Client Strategist. In this role, Bryce will work with ultra-high-net-worth families, including business owners, corporate executives, private equity and hedge fund principals, family offices, as well as foundations and endowments on their comprehensive wealth needs. Bryce is based in Tampa and reports to the Market President, Sean Maguire. Bryce Walker, Senior Client Strategist, BNY Mellon Wealth Management Bryce joins BNY Mellon Wealth Management from PNC, where he most recently served as Vice President of Asset Management and Capital Advisory. Prior to that, he was a Business Development Officer for Asset Management and an Associate Financial Analyst at PNC.

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BNY Mellon Wealth Management Named Dora Present Lewin Senior Client Strategist in Miami

BNY Mellon Wealth Management Named Dora Present Lewin Senior Client Strategist in Miami News provided by Share this article Share this article MIAMI, April 13, 2021 /PRNewswire/ BNY Mellon Wealth Management named Dora Present Lewin as Senior Client Strategist. In this role, Dora will work with ultra-high-net-worth families, including business owners, corporate executives, private equity and hedge fund principals, family offices, as well as foundations and endowments on their comprehensive wealth needs. Dora is based in Miami and reports directly to the Market President, Laura Kaplan. Dora Present Lewin, Senior Client Strategist, BNY Mellon Wealth Management Dora brings three decades of financial experience to this role. She joins BNY Mellon from Wells Fargo Private Bank where she served as the Regional Banking head for New England and worked with ultra-high-net-worth individuals and institutions to provide comprehensive planning and private banking. Before joining Wells Fargo

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