BNY Mellon Wealth Management has appointed W. Charles Cook (“Chuck”) as a Senior Wealth Manager. In this role, he is responsible for advising high-net-worth clients and family offices. Based in Boston, MA, Chuck reports directly to Senior Director, Kelly Gately.
Chuck joins BNY Mellon Wealth Management from Mellon, a BNY Mellon investment firm, where he was a strategist for the large cap equity and global fixed income teams. He previously worked at two of Mellon’s predecessor investment firms. From 2013 to 2018, he served as Senior Investment Strategist for The Boston Company Asset Management large cap equity team, covering core, value, and dividend strategies. Prior to that, he spent over 20 years at Standish Mellon Asset Management Company, where he held a number of roles, including Head of Global/International Fixed Income and Lead Portfolio Manager.
“With over 30 years of financial industry experience, and a deep understanding of investing across multiple asset classes, Chuck will be influential in driving our Active Wealth approach to help clients achieve their long-term financial objectives,” said Gately.
Chuck received his Bachelor’s degree in business from Lehigh University and his MBA from Northeastern University. He is a Chartered Financial Analyst and a member of the CFA Institute.
ABOUT BNY MELLON WEALTH MANAGEMENT
For more than two centuries, BNY Mellon Wealth Management has provided services to financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has $254 billion in total client assets, as of June 30, 2020, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which delivers leading wealth advice across investments, banking, custody, and wealth and estate planning, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. For more information, visit www.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 and wealth management and investment services in 35 countries. As of June 30, 2020, BNY Mellon had $37.3 trillion in assets under custody and/or administration, and $2.0 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.