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.
Go deeper with GlobalData
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.
How well do you really know your competitors?
Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.
Thank you!
Your download email will arrive shortly
Not ready to buy yet? Download a free sample
We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form
By GlobalData
