NEWPORT BEACH, Calif.--(BUSINESS WIRE)-- BNY Mellon Wealth Management has appointed Carla L. Furuno, CIMA, CPWA as regional president in the firm’s Newport Beach office, expanding the strategic leadership team in the office, which serves individuals, families, advisors and institutions in Greater Orange County.
Furuno joins the firm with more than 35 years’ experience in the financial services industry. She brings expertise and experience leading teams to provide holistic wealth management and banking solutions for high net worth individuals and their families, professional firms, real estate investors and nonprofit organizations. Reporting to Shannon M. Kennedy, president of U.S. Markets, Southwest, Furuno will manage all portfolio management and new business development activities within Greater Orange County.
“We are thrilled to add Carla to our executive team in Newport Beach, bringing her extensive experience and expertise to the region,” said Kennedy. “Carla’s credentials are unmatched and her leadership will allow us to continue our growth trajectory in the market and to best meet and exceed the needs of our clientele.”
Furuno holds Certified Investment Management Analyst (CIMA) and Certified Planning Wealth Advisor (CPWA) designations, as well as a certificate in Advanced Portfolio Management from the Investment Management Consultants Association. She earned a master of business administration from Pepperdine University. Furuno is an advisory board member of the University of California - Irvine’s (UCI) Center for Investment & Wealth Management and serves as co-chair for the UCI Women and Wealth retreat.
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. ©2017 The Bank of New York Mellon Corporation. All rights reserved.
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Lucy Muscarella, 617-312-6411
Source: BNY Mellon Wealth Management