SAN FRANCISCO, Oct. 26, 2021 /PRNewswire/ -- BNY Mellon
Wealth Management named Karen
Sugihara as regional fiduciary manager. In this role, she
will lead the fiduciary business for California, as well as manage the delivery and
fiduciary oversight of advisory-based services to clients. Karen is
based in San Francisco and reports
to Robert Kricena, president, West
Region.
Karen brings three decades of trust and estates experience in
private banking, fintech, legal research and law practice to the
role. Prior to BNY Mellon Wealth Management, she spent eight years
at Wells Fargo where she most recently served as a senior regional
fiduciary manager and oversaw their trust business in Northern California, which is the largest
trust office within their wealth management business. She also
served as a senior wealth planning strategist at Wells Fargo. Karen
co-founded a successful start-up company that provides custom
websites and legal content for lawyers and law firms, and
previously served as their general counsel and vice president of
content development. She also held roles at LexisNexis and worked
as a trust & estates attorney at various prominent law firms
serving high net worth clients.
"Karen has deep fiduciary knowledge, legal experience, and
planning acumen," said Kricena. "Her entrepreneurial drive paired
with her leadership and technical skills are well suited to
advocate our Active Wealth approach with our clients and their
advisors throughout California."
Karen earned a Bachelor of Science from the University of California, Riverside and a Juris
Doctor, Law, from Pepperdine
University. She is an active member of her community and
previously served on the Board of Directors for Burbank
Philharmonic.
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 $307 billion in total client assets, as
of September 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. A division of Wealth
Management, BNY Mellon Investor Solutions includes the firm's
institutional multi-asset solutions business. 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 September
30, 2021, BNY Mellon had $45.3
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
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SOURCE BNY Mellon Wealth Management