Sunday, 25 January 2015
Last updated 1 day ago
Jul 1 2010 | 11:33am ET
BNY Mellon Wealth Management has hired a trio of portfolio managers—all with alternative investment experience—to manage money for its New England high-net worth clients.
Terry Charron and Dan Fasciano were named senior portfolio managers in the firm’s Boston office. Both formerly worked at Mellon Financial, which merged with the Bank of New York three years ago.
Charron was head of the hedge fund group at Mellon’s private wealth management business before leaving the firm in 2005. Fasciano, who left in 2002, worked at Morley Fund Management for seven years before moving to Florida to head the state’s $15 billion portfolio last year.
Troy Newman was also named a senior portfolio manager. He joins from Strategic Financial Partners, but also boasts a stint at Blackstone Capital Management on his resume.
Jan 23 2015 | 1:00pm ET
In our new section, FINtech Focus, we will profile one of these firms each week. While fintech is a broad category, we will be focusing on firms that specifically cater to the alternative investment industry. Read more…