BNY Mellon Wealth Management Names Matthew Santangelo as New England Regional Head of Client Strategy and Business Development

BNY Mellon Wealth Management Names Matthew Santangelo as New England Regional
        Head of Client Strategy and Business Development in Boston, MA

PR Newswire

BOSTON, Sept. 29, 2020

BOSTON, Sept. 29, 2020 /PRNewswire/ -- BNY Mellon Wealth Management has
appointed Matthew Santangelo as New England Regional Head of Client Strategy
and Business Development. In this role, he will lead sales, driving growth and
new business across the region. Based in Boston, Matt reports directly to
Vicary Graham, President of the New England Region.

Matt joins BNY Mellon Wealth Management from Northern Trust where he was a
Senior Wealth Strategist, focused on providing wealth structuring advice to
the firm's ultra-high-net-worth clients and prospects. Prior to joining
Northern Trust in 2011, Matt spent nearly 15 years at Merrill Lynch as a
Senior Trust & Estate Specialist. Earlier in his career, he worked at Merrill
Lynch Trust Company as a Personal Trust Administration Officer and at Bessemer
Trust as a Trust Administrator for the Client Relationship Management Group.  

"Matt brings to this role his deep experience in providing holistic wealth
structuring and investment advice to ultra-high-net-worth clients, which is
aligned with BNY Mellon's Active Wealth approach to consider the needs-based
goals of wealthy investors," said Graham. "This mindset will support his work
in driving the growth of the New England Region and our Wealth Management

After graduating from Skidmore College, where he earned a Bachelor's degree in
Government and Spanish, Matt was commissioned as an officer in the United
States Navy as a Surface Warfare Officer onboard a guided missile destroyer,
as well as other commands, afloat and ashore.

Matt holds the Certified Trust & Financial Advisor (CTFA) and Trust & Estate
Practitioner (TEP) certifications, and he is actively engaged with many
community organizations, such as The Steppingstone Foundation, U.S. Naval War
College Foundation, the USS CONSTITUTION Museum, Boston Estate Planning
Council, and Estate Planning Council of Rhode Island. He also served on the
committee that drafted the present Massachusetts Trust Code.

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 or follow us
on Twitter @BNYMellonWealth.

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 Follow us on
Twitter @BNYMellon or visit our newsroom at for the
latest company news.

Media Contact: 
Rich Stanton
[email protected]

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SOURCE BNY Mellon Wealth Management


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