People Moves
BNY Mellon Wealth Management Adds To San Francisco Management Team
One of the US' largest money managers has made a senior appointment in Northern California.
BNY
Mellon Wealth Management has appointed Rachel Brasso as a
senior wealth manager and fiduciary specialist within its San
Francisco office.
Prior to joining the New York-based firm, Brasso spent more than
four years with BNP Paribas-owned Bank of the West as a vice
president and senior fiduciary specialist. Earlier in her career,
she also served as a trust officer with Merrill Lynch, where she
provided clients with trust-specific, tax and investment
services, BNY Mellon WM said in a statement.
In her new role, Brasso will report to regional president Amy
Millman and is responsible for providing comprehensive strategic
guidance on a range of tax and fiduciary matters, particularly in
estate planning.
BNY Mellon WM has nearly $205 billion in private client assets as
of December 31, 2016. Last week, the
firm opened its first North Virginia location.