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 throughout their investment lifecycles. The Chief Financial Officer's oversight extends to risk management and compliance, ensuring adherence to all financial regulations.

Scott Lillis, the Regional President at BNY Wealth Management, drives strategic growth and client engagement within designated geographic areas. Lillis oversees regional operations, ensuring the delivery of expert investment and wealth management services tailored to institutional, corporate, and individual clients. This leadership position involves cultivating key relationships, expanding market presence, and aligning regional initiatives with the company's global objectives across 35 countries. Scott Lillis's focus is on enhancing client satisfaction and achieving revenue targets through effective regional management. By leading regional teams, Lillis ensures seamless execution of BNY Mellon's investment lifecycle services. The Regional President's role is pivotal in translating the company's overarching mission into tangible results within specific markets, fostering a culture of excellence and client-centricity.

Todd Carlton, the President, Markets (US, West) at BNY Wealth Management, spearheads market development and client acquisition across the western United States. Carlton directs sales strategies and operational execution to deliver BNY Mellon's comprehensive investment and wealth management services to institutional, corporate, and individual clients in this key region. This executive role involves building and managing high-performing teams, fostering strategic partnerships, and ensuring the consistent delivery of expert financial solutions. Todd Carlton's leadership is instrumental in expanding BNY Mellon's footprint and market share within the western US. By driving market initiatives, Carlton directly supports the company's mission to guide clients through their investment lifecycles. The President's focus includes identifying emerging market opportunities and adapting service offerings to meet evolving client needs.

William Eady, the Market President. Managing Director at BNY Wealth Management, leads market operations and client relationship management in a specific territory. Eady directs teams focused on delivering BNY Mellon's expert investment and wealth management services, ensuring clients receive comprehensive support throughout their financial journeys. This role emphasizes cultivating strong client connections and driving business growth by aligning regional strategies with the firm's global objectives across 35 countries. William Eady's leadership ensures the effective implementation of services for institutions, corporations, and individual investors. By overseeing market activities, Eady contributes to the firm's reputation for excellence and its ability to manage financial assets across the entire investment lifecycle. The Market President's responsibilities include developing local market penetration strategies and enhancing client retention.

Christine Abramo, the Market President at BNY Wealth Management, directs market strategy and client service delivery within her designated region. Abramo oversees the execution of BNY Mellon's investment and wealth management services, ensuring clients, including institutions, corporations, and individuals, receive expert guidance throughout their financial lifecycle. This leadership role focuses on driving regional growth, strengthening client relationships, and maintaining operational excellence across 35 countries. Christine Abramo's commitment to client success is central to her market leadership. By managing regional operations, Abramo ensures the effective deployment of financial expertise and resources. The Market President's strategic vision contributes significantly to BNY Mellon's ability to manage and service financial assets globally.

Kent Moegerle, the Regional President, Southeast at BNY Wealth Management, leads the firm's strategic initiatives and client engagement across the southeastern United States. Moegerle directs regional operations, ensuring the delivery of BNY Mellon's expert investment and wealth management services to a diverse client base, including institutions, corporations, and individuals. This executive position involves fostering strong client partnerships, expanding market reach, and aligning regional performance with the company's global objectives in 35 countries. Kent Moegerle's leadership is focused on driving sustainable growth and client satisfaction within the Southeast region. By overseeing regional teams, Moegerle ensures the effective management of financial assets throughout the investment lifecycle. The Regional President's role is crucial for adapting global strategies to local market dynamics and client needs.

Edward Mora, the Managing Director. Regional President at BNY Wealth Management, oversees regional business development and client relationship management. Mora directs the execution of BNY Mellon's comprehensive investment and wealth management services, ensuring clients receive expert advice and support across the entire financial lifecycle. This leadership role involves cultivating strategic partnerships, driving regional growth initiatives, and ensuring operational alignment with the firm's global presence in 35 countries. Edward Mora's focus is on enhancing client value and expanding market penetration within his assigned territories. By leading regional teams, Mora contributes to BNY Mellon's mission of managing and servicing financial assets effectively. The Regional President's responsibilities include developing tailored strategies to meet the unique needs of institutional, corporate, and individual investors.

Adam Innerst, the President & Managing Director at BNY Wealth Management, drives the strategic direction and operational excellence of key market segments. Innerst oversees the delivery of BNY Mellon's expert investment and wealth management services, ensuring clients, from institutions to individuals, are supported throughout their financial lifecycle. This executive role involves leading teams, fostering innovation, and expanding the firm's reach across 35 countries. Adam Innerst's leadership is focused on achieving significant growth and enhancing client outcomes. By directing market activities, Innerst ensures the effective management and servicing of financial assets. The President & Managing Director's responsibilities include developing and implementing strategies that align with the company's commitment to providing sophisticated financial solutions globally.

Andrew Borner, the Market President - GreenwichGarden City at BNY Wealth Management, leads market operations and client engagement for the Greenwich and Garden City areas. Borner directs the provision of BNY Mellon's expert investment and wealth management services, ensuring clients, including institutions, corporations, and individuals, receive comprehensive support throughout their financial lifecycle. This role emphasizes building strong client relationships, driving regional business development, and aligning local strategies with the firm's global objectives across 35 countries. Andrew Borner's leadership is dedicated to client success and market expansion. By overseeing market activities, Borner contributes to BNY Mellon's ability to manage and service financial assets effectively. The Market President's focus includes developing tailored approaches to meet the specific needs of clients in these key markets.

Timothy Katsoulis, the Managing Director and Chief Legal Officer at BNY Wealth Management, governs all legal and compliance matters for the firm. Katsoulis directs the legal department, providing strategic counsel on corporate governance, regulatory affairs, and risk mitigation across BNY Mellon's extensive global operations in 35 countries. This critical role ensures adherence to complex financial regulations and safeguards the company's interests while facilitating its service delivery to institutions, corporations, and individual investors. Timothy Katsoulis's expertise is vital for navigating the intricate legal landscape of international finance and investment services. By managing legal frameworks, Katsoulis supports the firm's mission to provide expert investment and wealth management services. The Chief Legal Officer's responsibilities include overseeing litigation, contract negotiations, and the development of policies that align with the company's ethical standards and business objectives.