Longtime Miami-based Investment Leader Joins Growing Office
MIAMI--(BUSINESS WIRE)-- BNY Mellon Wealth Management has hired Carolina Montiel as a managing director in the Family Wealth Investment Advisor group. Based in Miami, Montiel will report to Ridge Powell, managing director and team leader of the advisory group, and will support the Florida region alongside Managing Director Ray Sidwell and the international team. Montiel will provide investment advice to the office’s ultra-high net worth family clientele.
Montiel brings 25 years of investment experience to her new role. She will be instrumental in helping U.S. clients with complex investment needs, as well as clients living in international jurisdictions in the ultra-high net worth segment. Montiel was previously a senior vice president and head of Investment Strategies Group Americas at EFG Capital International Corp. in Miami. In that role, she developed strategies for Latin American clients, was a member of the Global Asset Allocation committee and chaired the local Investment Strategy Committee.
"Carolina brings her investment and client expertise to our expanding Miami-based team. Her international experience and prior investment committee work will be a benefit to the region, plus her participation at conferences and forums where she is recognized as a thought leader will be beneficial to the organization as well," said Powell.
Prior to EFG Capital, Montiel worked at HSBC Private Bank International in Miami as a senior vice president and head of Investment Strategies, managing a group of investment counselors responsible for private wealth clients. Montiel earned her Bachelor of Science in urban planning from Simón Bolívar University, as well as a Master of Business Administration with a concentration in finance from the Instituto de Estudios Superiores de Administración in Venezuela.
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 10th largest U.S. wealth manager in 2017. 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 $231 billion in total client assets, as of September 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 Sept. 30, 2017, BNY Mellon had $32.2 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