Seasoned industry veteran to join the firm’s expanding Southern Connecticut presence
GREENWICH, Conn.--(BUSINESS WIRE)-- BNY Mellon Wealth Management has named Juan Alejandro “Alex” Ramos senior wealth director in Greenwich, Conn. Ramos will report to Managing Director Chris Griffin, and will be responsible for business development efforts in the company’s Greenwich office.
“Alex’s skills advising high net-worth families around multi-generational asset allocation, wealth transfer techniques, the sale of a closely held business and cross-border considerations is a welcome addition to our existing team’s capabilities,” said Griffin.
Ramos is a financial industry veteran with 18 years of experience. Prior to joining BNY Mellon Wealth Management, he was senior vice president and private client advisor for several years at US Trust. In this role, he provided investment and planning advice to high net-worth individuals and families, and before that he held the position of director of Key Client Partners at Deutsche Bank where he was responsible for the firm’s overseas clients. Previously, Ramos also held key investment positions at Smith Barney and Citigroup’s Private Bank.
“We are pleased to welcome Alex to our leadership team in Connecticut,” said Mark Osgood, President - Tri-State Region, BNY Mellon Wealth Management. “We know his expertise will be a great asset to our clients in the region.”
In addition to his wealth management work, Ramos is a board member of the Cuban Artist Fund and a Young International Circle committee member of Museo del Barrio. He holds a Bachelor of Arts in political science, international relations and French from the University of Pennsylvania. He also earned a Master of Arts in European studies with a concentration in economics from Katholieke Universiteit Leuven in Belgium.
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 $216 billion in total private client assets, as of June 30, 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 June 30, 2017, BNY Mellon had $31.1 trillion in assets under custody and/or administration, and $1.8 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 for the latest company news.
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Lucy Muscarella, 617-312-6411
Source: BNY Mellon Wealth Management