MENLO PARK, Calif.--(BUSINESS WIRE)--BNY Mellon Wealth Management has named Thomas Moran as Senior Wealth Manager, Fiduciary Specialist in Menlo Park, CA. Moran will report to President of U.S. Markets, Northwest, Robert Kricena. Moran will be responsible for driving the growth and expansion of the Fiduciary business in Northern California.
“Tom has over 30 years of experience managing complex fiduciary relationships. As a seasoned executive with a proven background and significant expertise, we are excited to welcome him to the team and know he will deepen our relationships with our clients and their professional advisors,” said Kricena.
Prior to joining BNY Mellon Wealth Management, Moran was a Senior Fiduciary Advisory Specialist at Wells Fargo Private Bank and was promoted to Regional Trust Manager and then to Senior Trust Team Manager. Moran started his career at Wells Fargo Private Bank in 2006 and currently has over 30 years of financial services experience.
Moran holds a Bachelor of Business Administration from Xavier University in Cincinnati, Ohio and an M.B.A. from the University of Cincinnati. He is a Certified Trust and Financial Advisor (CTFA).
About BNY Mellon Wealth Management
BNY Mellon Wealth
Management is a leading wealth manager. In 2017, it was ranked as a Top
10 U.S. Wealth Manager by Barron’s. It was also awarded Best Private
Bank for Customer Service in the U.S. by Financial Times publications
Professional Wealth Management and The Banker. 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 $238 billion in total client assets,
as of December 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 December 31, 2017, BNY
Mellon had $33.3 trillion in assets under custody and/or administration,
and $1.9 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.
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