Financial professional to lead key investments selection and monitoring team in New York
NEW YORK, June 7, 2016 - BNY Mellon, a global leader in investment management and investment services, has appointed Jasmine Yu to the new role of director of manager research and monitoring in BNY Mellon Wealth Management’s New York office.
Reporting to Patrick Crowe, National Director of Investment Solutions, Yu is responsible for directing manager research, the selection process and monitoring activities for the firm’s Wealth Management Investments Group.
“The versatility Jasmine brings to this role results from her substantial experience with multiasset investment analysis, manager selection and due diligence,” said Crowe. “Her previous work with a broad array of clients around the globe is an added asset to her new role.”
Yu has over 15 years of investment experience, and was most recently employed as head of global fixed income due diligence, senior portfolio management team leader for Bank of America Merrill Lynch. There she headed a team of analysts responsible for the selection and monitoring of investment solutions. Previously, she was senior investment analyst, equities and fixed income management at Abu Dhabi Investment Council, a sovereign wealth fund in the Middle East. Earlier in her career, she has held similar roles at Franklin Templeton Investments and Northern Trust Global Advisors.
Yu holds an M.A. in international affairs from Columbia University, an MBA from Pace University, and a B.A. in English literature from Zhongshan University in China. She holds the designations of Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA). She is a member of the New York Society of Security Analysts (NYSSA).
BNY Mellon Wealth Management is a leading wealth manager, and was named in 2016 by Family Wealth Report as the top U.S. Private Bank. Barron’s ranked it the 7th largest U.S. wealth manager in 2015. The firm has more than two centuries of experience in providing services to clients who today include financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has $191.2 billion in total private client assets, as of March 31, 2016, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which provides investment management, custody, wealth and estate planning and private banking services, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. For more information go to bnymellonwealthmanagement.com 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 management and investment services in 35 countries and more than 100 markets. As of March 31, 2016, BNY Mellon had $29.1 trillion in assets under custody and/or administration, and $1.6 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 http://www.bnymellon.com/. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.
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