Background Image

BNY Mellon Wealth Management

In this Section

Glossary

bnymellon logo

The merger of The Bank of New York and Mellon Financial Corporation in 2007 created a leading global provider of securities services and one of the top 15 largest asset managers in the world. With a mission “to be the nation’s leading provider of planned giving services, helping charitable institutions and their donors leave a lasting legacy,” BNY Mellon Wealth Management brings over 200 years of experience to serve over 150 major charitable gift institutional clients. 

The oldest private bank in the United States, The Bank of New York was founded in 1789 by Alexander Hamilton, the first Secretary of the Treasury under George Washington. Mellon Bank was founded by Andrew Mellon, Secretary of the Treasury, in 1921. Together, their leadership extends to over $27 trillion in assets under custody and administration. BNY Mellon Wealth Management, a division of Bank of New York Mellon Corporation, specializes in the management of over $184 billion in assets for private clients and charitable gift institutions.

All of Clarkson’s gift annuity, charitable trust and pooled fund assets are invested with BNY Mellon Wealth Management through their Boston, MA offices. Clarkson has administrative responsibility for almost 90 gift-with-income plans totaling over $6.3 million. Clarkson has managed its planned gift assets with BNY Mellon since 1999.

For more information on BNY Mellon: http://www.bnymellon.com/products/wealthmanagement/index.html)

twitterFollow us on Twitter @annieclarkson

(rev. 10/2014)