Wealth Advisor to Provide Specialized Wealth Management Expertise
NEW YORK and PHILADELPHIA, November 10, 2011 — BNY Mellon's wealth management business has named Andrew Tepper to join its corps of Wealth Advisors dedicated to working with ultra high net worth families and family offices that typically have highly complex investment, banking and planning needs.
Tepper, a senior portfolio officer in the firm's Philadelphia region, has been with the company since 2008 and was responsible for overseeing more than $600 million in discretionary and trust assets. Previously he served as vice president for Neuberger Berman's private asset management group where he sourced new business, created and implemented investment strategy and was the primary point of contact for all client-related issues.
Reporting to the Wealth Advisor Team Leader Ridgway Powell, Tepper joins a cadre of professionals who support these large clients.
"Our very largest clients have increasingly complex and global financial, banking and investment needs, and Andrew and this team of highly experienced investment experts will be able to bring particular expertise in investment management strategies and products in addition to all that BNY Mellon already offers," Powell said.
Tepper earned his Juris Doctor from the University of Texas School of Law and his undergraduate degree from Emory University in Atlanta. A Chartered Financial Analyst (CFA) charter holder, he is a member of the CFA Institute and the Financial Analysts of Philadelphia, as well as a member of the American Israeli Chamber of Commerce. BNY Mellon Wealth Management is among the nation's leading wealth managers, with more than two centuries of experience in providing investment management, wealth and estate planning, and private banking services to financially successful individuals and families, their family offices and business enterprises, charitable gift programs, and endowments and foundations. It is among the top 10 U.S. wealth managers with about $170 billion in private client assets and an extensive network of offices in the U.S. and internationally.
BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, offering superior investment management and investment services through a worldwide client-focused team. It has $25.9 trillion in assets under custody and administration and $1.2 trillion in assets under management, services $11.9 trillion in outstanding debt and processes global payments averaging $1.6 trillion per day. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available at www.bnymellon.com and follow us on Twitter @bnymellon.