SEATTLE, Nov. 16, 2021 /PRNewswire/ -- BNY Mellon Wealth
Management named Mandy Ho as senior
director wealth manager. In this role, she will manage portfolios
and provide strategic planning and advice for ultra-high-net-worth
families and private foundations. Mandy is based in Seattle and reports to Bo Lee, wealth management, team leader.
Mandy joins BNY Mellon Wealth Management from KeyBank, where she
served as senior vice president, senior portfolio manager for nine
years. Prior to joining KeyBank, she was a vice president,
portfolio manager at U.S. Trust, Bank of America Private Wealth
Management for seven years.
"Mandy has nearly two decades of experience providing
comprehensive advice to high-net-worth individuals, families and
non-profit organizations," said Lee. "Her deep and varied
investment credentials will help her demonstrate the key practices
of our Active Wealth framework with our clients, as well as
prospects in the greater Puget Sound region."
Mandy earned a Bachelor of Arts and a Master of Business
Administration from Wheeling Jesuit
University. She also earned a Master of Science from The
London School of Economics and Political
Science. Mandy is a CFA® charterholder and a
Certified Investment Management Analyst®.
She is an active member of her community and serves as a team
manager for Destination Imagination, a global educational nonprofit
dedicated to inspiring the next generation of innovators, leaders
and creative problem solvers.
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. The Investor
Solutions AUM/AUA is $30.8bn as of
September 30, 2021. 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