Tag: Strategist

BNY Mellon Wealth Management names Heidi Simpson-Sandoval as Institutional Senior Client Strategist in Los Angeles, CA

LOS ANGELES, Sept. 22, 2020 /PRNewswire/ — BNY Mellon Wealth Management has appointed Heidi Simpson-Sandoval as Institutional Senior Client Strategist, based in Los Angeles. She reports directly to Los Angeles Regional President, Steve Kutz.

In this role, Heidi will serve West Coast institutional investors  such as endowments, foundations, non-profit institutions, retirement plans, private wealth, and family offices  seeking Outsourced Chief Investment Officer (OCIO) and investment advisory services. Leveraging the BNY Mellon Investor Solutions capability, Heidi will deliver comprehensive financial solutions, including investment management and consulting, asset allocation, manager research and selection, custody, and customized reporting and analytics expertise, to support clients’ investment management objectives and financial goals. 

With over 25 years of experience in the financial services industry, Heidi returns to BNY Mellon after spending four years at Northern Trust as Senior Vice President, Regional Director. There, she was responsible for OCIO sales to non-profit

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BNY Mellon Wealth Management Names Christine Calderon as Client Strategist in Chicago, IL

CHICAGO, Sept. 8, 2020 /PRNewswire/ — BNY Mellon Wealth Management has appointed Christine Calderon as a Client Strategist in Chicago. Reporting directly to Chicago Regional President Stacie Kuhlman, Christine will be responsible for all aspects of Wealth Management product, service, and sales delivery.

Christine joins BNY Mellon with more than 20 years of experience advising wealthy individuals and families on strategies to preserve, grow, and transfer wealth to future generations. In this role she will work with high-net-worth clients, leveraging BNY Mellon’s Active Wealth framework to help them achieve their long-term financial objectives. Previously, Christine was Executive Director, Banker at J.P. Morgan, where she advised on all aspects of personal wealth, including banking, lending, investment management, estate, tax, and charitable planning. She began her tenure at J.P. Morgan as a Senior Investment Associate.

“Throughout her career, Christine has demonstrated her passion for delivering holistic and customized wealth

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