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.