BNY Mellon Wealth Management has appointed Claudine Welti as the new senior wealth director in New York.
Welti will oversee the firm’s business development in the Tri-State region and will report to managing director Katia Friend.
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Before joining BNY Mellon, Welti spent eight years in the New York office of U.S. Trust, Bank of America, most recently holding the role of a senior vice president and private client adviser.
She previously also had stints at Oppenheimer & Co. and CIBC World Markets.
“As a 23 year veteran of the financial services industry, Claudine is highly experienced in working with wealthy individuals and their families. Her proven record of developing and cultivating deep, long-term business relationships highlights her commitment to helping her clients reach their personal, professional and philanthropic goals using specialised wealth management solutions”, Friend stated.
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