BNY Wealth Management Executive and Leadership Team

Michael Kilian, the Chief Financial Officer at BNY Wealth Management, directs the company's financial strategy and operations. Overseeing all fiscal activities, Kilian ensures robust financial planning, accurate reporting, and effective capital allocation to support BNY Mellon's global investment and wealth management services. This leadership role involves managing budgets, analyzing financial performance, and identifying opportunities for enhanced profitability and operational efficiency across the 35 countries where BNY Mellon operates. Kilian's financial acumen is critical for maintaining the firm's stability and driving its growth objectives. By optimizing financial processes, Michael Kilian directly contributes to the firm's capacity to serve institutional, corporate, and individual clients effectively. The Chief Financial Officer's oversight extends to risk management and compliance, safeguarding the company's assets and reputation in the competitive finance sector.

Kent Moegerle, the Regional President, Southeast at BNY Wealth Management, spearheads the company's strategic initiatives and client engagement across the southeastern United States. Moegerle drives business development and operational excellence within this key geographic market, ensuring alignment with BNY Mellon's overarching mission of managing and servicing financial assets. This executive's responsibilities include cultivating client relationships, expanding market share, and leading high-performing teams to deliver expert investment and wealth management services. Kent Moegerle's leadership ensures that clients in the Southeast receive tailored financial solutions that address their unique needs throughout the investment lifecycle. By fostering a client-centric approach, Moegerle strengthens BNY Mellon's presence and impact in a vital economic region. The Regional President, Southeast's focus on growth and service delivery is paramount to the firm's success in this dynamic market.

James Barnyak, the Regional President (West Region) at BNY Wealth Management, directs strategic operations and client relationship management across the western United States. Barnyak drives market expansion and service delivery, ensuring BNY Mellon's expert investment and wealth management services meet the needs of clients in this significant territory. This role involves leading regional teams, fostering business growth, and upholding the company's commitment to managing and servicing financial assets throughout the investment lifecycle. James Barnyak's leadership is pivotal in strengthening BNY Mellon's presence and impact in the West, supporting institutional, corporate, and individual investors. By focusing on operational excellence and client satisfaction, Barnyak contributes directly to the firm's overall success. The Regional President (West Region) ensures robust execution of financial strategies within a key economic zone.

Edward Mora, the Managing Director. Regional President at BNY Wealth Management, leads significant regional operations and client engagement strategies. Mora drives market penetration and service excellence, ensuring BNY Mellon's comprehensive financial asset management and investment services are delivered effectively to clients. This executive's focus is on expanding the firm's reach and deepening client relationships within designated territories, supporting institutional, corporate, and individual investors. Edward Mora's leadership ensures that regional teams are aligned with the company's global objectives and commitment to expert wealth management. By optimizing regional performance, Mora contributes to BNY Mellon's sustained growth and market leadership. The Managing Director. Regional President plays a crucial part in executing the firm's strategic vision across key markets.

Laura Kaplan, the President, Market Florida (South) at BNY Wealth Management, directs market strategy and client service initiatives within the vital Florida region. Kaplan drives business development and operational oversight, ensuring BNY Mellon's expert investment and wealth management services are effectively delivered to a diverse client base. This leadership position involves cultivating strong client relationships, expanding market presence, and leading regional teams to achieve strategic objectives. Laura Kaplan's focus on client success and market growth is integral to BNY Mellon's mission of managing and servicing financial assets throughout the investment lifecycle. By championing client needs and fostering regional growth, Kaplan strengthens the firm's position in a key economic area. The President, Market Florida (South) ensures dedicated focus on this important market.

William Eady, the Market President. Managing Director at BNY Wealth Management, spearheads market-specific strategies and client relationship management. Eady drives business growth and operational efficiency, ensuring BNY Mellon's comprehensive financial services are delivered with expertise to clients in key markets. This role involves leading regional teams, identifying new business opportunities, and maintaining the highest standards of client service throughout the investment lifecycle. William Eady's leadership is critical for expanding BNY Mellon's reach and impact, supporting institutional, corporate, and individual investors. By focusing on market dynamics and client needs, Eady contributes significantly to the firm's overall success and reputation. The Market President. Managing Director ensures strategic execution within their designated market.

Christine Abramo, the Market President at BNY Wealth Management, leads strategic market development and client engagement initiatives. Abramo drives business expansion and operational excellence, ensuring BNY Mellon's expert investment and wealth management services effectively serve clients within her designated market. This executive's responsibilities include fostering client relationships, leading regional teams, and aligning market activities with the company's global objectives for managing and servicing financial assets. Christine Abramo's leadership is instrumental in strengthening BNY Mellon's presence and delivering tailored financial solutions throughout the investment lifecycle. By focusing on market-specific opportunities and client needs, Abramo contributes to the firm's sustained growth and success. The Market President ensures dedicated focus on achieving regional business goals.

Todd Carlton, the President, Markets (US, West) at BNY Wealth Management, directs strategic market leadership and business development across the western United States. Carlton drives the expansion of BNY Mellon's expert investment and wealth management services, ensuring robust client engagement and operational effectiveness in this key region. This leadership role involves overseeing market strategies, cultivating client relationships, and guiding regional teams to achieve ambitious growth targets. Todd Carlton's focus on market dynamics and client needs is central to BNY Mellon's mission of managing and servicing financial assets throughout the investment lifecycle. By championing regional initiatives and client success, Carlton significantly contributes to the firm's overall market position and sustained growth. The President, Markets (US, West) ensures cohesive strategy across western markets.

Amy Millman, the President at BNY Wealth Management, leads the overall strategic direction and operational execution for the firm. Millman drives BNY Mellon's commitment to providing expert investment and wealth management services, overseeing initiatives that manage and service financial assets for clients globally. This executive's responsibilities encompass fostering a culture of excellence, guiding business development, and ensuring alignment with the company's mission across all markets and functions. Amy Millman's leadership is crucial for navigating the complexities of the financial industry and delivering value to institutional, corporate, and individual investors throughout the investment lifecycle. By championing innovation and client-centric strategies, Millman strengthens BNY Mellon's position as a world investments firm. The President ensures comprehensive oversight of the company's operations and strategic objectives.

Timothy Katsoulis, the Managing Director and Chief Legal Officer at BNY Wealth Management, provides critical legal counsel and oversees all legal affairs for the organization. Katsoulis ensures compliance with complex financial regulations across the 35 countries where BNY Mellon operates, safeguarding the company's interests and mitigating legal risks. This senior leadership position involves advising on corporate governance, transactional matters, and regulatory adherence, supporting the firm's mission to serve institutional, corporate, and individual investors. Timothy Katsoulis's expertise is essential for navigating the intricate legal landscape of global finance and wealth management. By maintaining the highest standards of legal integrity, Katsoulis supports BNY Mellon's commitment to providing expert financial services. The Chief Legal Officer's strategic guidance is fundamental to the firm's operational stability and continued growth.