Wednesday, April 11, 2012

BNY wealth management eyes Tampa opportunities - Tampa Bay Business Journal:

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BNY Mellon Wealth Management just moved into a new offic at 4488 BoyScout Blvd. in Tampa, housingt the six employees currentlu on staff and with room to expandf as new workers are hired in the saidRay Ifert, regional head. The Tampaw office is one of two new southwest Florida locationzs for BNY MellonWealth Management. In Naples, where the company opened an offic threeyears ago, the staff has expanded from four to sevenb people, prompting a move to largerr space. BNY Mellon Wealtu Management, with 20 offices in Florida, is in a growt mode statewide, said Susan Rivers, a spokeswomaj for the firm.
“Florida is an importantr market because a lot of high net worth people and families needour services,” she The company serves families, foundations, endowments and closelyh held businesses, primarily focused on thoss with $5 million or more in BNY Mellon Wealth Management has focused on increase communication with existing clients, amid the economic downturm while also getting more calls from prospective clients, said Ifert, who joinerd the company in January 2008. He previouslyg was at Corp. (NSYE: RF) and BAC). Ifert also is active in the community, serving as chairmab of the and a trustee ofthe , as well as on the executivwe committee of the Pro-Am.
BNY Mellonj Wealth Management is among the top10 U.S. wealth with a portfolio of $139 billiojn in private client assets. Its products and servicesz are provided by subsidiary banks and trust companies ofThe (NYSE: BK).

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