Head of OCIO Strategy and Solutions
BNY Mellon Asset Servicing
Liz has more than 25 years experience in the financial services industry in all areas of the investment lifecycle. Prior to her current role, Liz filled a variety of staff and management roles within custody operations, client service and relationship management for BNY Mellon. Her experiences in these roles and in working with almost every type of institutional investor have made Liz a recognized subject matter expert related to trust and custody, merger and integration activity, Taft-Hartley and ERISA regulatory and compliance requirements, operational risk management, and best practices for sales and relationship management.
Shortly after the merger of The Bank of New York and Mellon Bank in 2007, Liz was named Managing Director & Chief Administrative Officer for the newly merged company's U.S. Corporate, Government & Not-for-Profit business segment. In this capacity, she supported the Business Head in all aspects related to staff and client integration necessitated by the merger. During her tenure, the business consistently exceeded its integration and financial targets and in 2011, Liz was named Chief of Staff for BNY Mellon’s Americas Asset Servicing. In addition to her oversight and management responsibilities for all of the administrative, operational, and financial activities for this $8 trillion business, Liz drove the development and execution of the strategic priorities for the business and had direct influence over product development for multiple client segments. Early last year, Liz assumed a leadership role in managing key strategic relationships in the rapidly expanding Outsourced CIO space.
In addition to representing BNY Mellon in a wide variety of community partnership activities in the U.S. and abroad, Liz is an active member of the firm's Women's Initiative Network (WIN) and IMPACT affinity groups through which she serves as a mentor in their formal programs, as well as for Year Up NYC, an external organization focused on providing urban young adults with the skills, experience and support needed to help them reach their potential through professional careers and higher education.
Liz received a B.A. in Economics from Fordham University and has served on various committees and boards for St. Agnes Cathedral School, St. Agnes Cathedral Parish and Chaminade High School. In addition, Liz has been informally partnering with Sacred Heart Academy’s (Hempstead, NY) Office of Institutional Advancement & Alumnae Development to help further their efforts related to the professional development and career networking opportunities for its young alumnae. Most recently, Liz was appointed to an advisory role with Fordham University’s School of Professional and Continuing Studies to assist with their efforts to revise their Organizational Leadership major.