DENVER--(BUSINESS WIRE)--BNY Mellon Wealth Management has tapped Brian O’Neil, MBA and CFP, as wealth director in the firm’s Denver, Colorado office. Reporting to regional president James Barnyak, O’Neil is responsible for driving business development efforts around mergers and acquisitions and business succession planning.
O’Neil is a seasoned advisor with more than 20 years’ experience in financial services and wealth management catering to high net worth clients. He brings expertise and experience working in succession planning, business ownership and mergers and acquisitions, all core areas of growth in the Denver market.
“We’re pleased to welcome Brian to our Denver office,” said Barnyak. “Our team will benefit from his expertise and notable success in the areas of sales and business development, fiduciary relationship management and strategic financial planning. Additionally, his influence will be welcome as we continue to expand our efforts in the mergers and acquisition space.”
O’Neil earned his Bachelor of Science from SUNY Brockport and Master of Business Administration from Regis University in Denver. Among other organizations, Brian is involved with the Junior Achievement program, which facilitates classroom training on fundamental financial principals for both elementary and high school age students.
About BNY Mellon Wealth Management
BNY Mellon Wealth
Management is a leading wealth manager. In 2016, it was named by Family
Wealth Report as the top U.S. Private Bank and rated the Top Private
Bank for Family Offices by Professional Wealth Management magazine.
Barron’s ranked it the 8th largest U.S. wealth manager in
2016. The firm has more than two centuries of experience in providing
services to clients who today include financially successful individuals
and families, their family offices and business enterprises, planned
giving programs, and endowments and foundations. It has nearly $212
billion in total private client assets, as of March 31, 2017, and an
extensive network of offices in the U.S. and internationally. BNY Mellon
Wealth Management, which provides investment management, custody, wealth
and estate planning and private banking services, conducts business
through various operating subsidiaries of The Bank of New York Mellon
Corporation. For more information go to bnymellonwealth.com or follow us
on Twitter @BNYMellonWealth.
About BNY Mellon
BNY Mellon is a global investments company
dedicated to helping its clients manage and service their financial
assets throughout the investment lifecycle. Whether providing financial
services for institutions, corporations or individual investors, BNY
Mellon delivers informed investment management and investment services
in 35 countries and more than 100 markets. As of March 31, 2017, BNY
Mellon had $30.6 trillion in assets under custody and/or administration,
and $1.7 trillion in assets under management. BNY Mellon can act as a
single point of contact for clients looking to create, trade, hold,
manage, service, distribute or restructure investments. BNY Mellon is
the corporate brand of The Bank of New York Mellon Corporation (NYSE:
BK). Additional information is available on www.bnymellon.com.
Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom
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