People Moves

BNY Mellon Wealth Management Adds To San Francisco Management Team

Josh O'Neill Assistant Editor 31 January 2017


This publication carries latest news on moves and appointments around the world's wealth management industry.

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 yesterday. 

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 31 December, 2016. Last week, the firm opened its first North Virginia location.

Register for WealthBriefing today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes