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Wealth Management Promotion At BNY Mellon In The Golden State

Eliane Chavagnon

27 May 2015

has promoted Michael Goldberger to wealth director in Newport Beach, CA, where he reports to regional president Shannon Kennedy.

Goldberger is charged with developing new business relationships with the firm’s strategic partnership accounts to drive growth in Southern California.

Previously, he worked at BNY Mellon Investment Management in New York as an inside wholesaler, responsible for selling the firm’s Dreyfus family of mutual funds.   

In other recent news at the US firm, last week it said that Donald Heberle will succeed Lawrence Hughes as chief executive of BNY Mellon Wealth Management on June 30 (see more here).