|
|
| |
Los Angeles - Investment Mgmt |
Specialties: Wealth Management, Trust Svcs, Private Banking |
|
Mark BurchellWealth Director - BNY Mellon
Mark draws upon his over 15 years of financial planning and financial services experience to personally deliver the world-class capabilities of The Bank of New York Mellon - creating a truly exceptional client experience. Doing what's right for clients is part of BNY Mellon's long history, its culture and its fiduciary business model.
|
| |
 |
(310)551-7622
|
|
 |
10250 Constellation Blvd.
Los Angeles, CA 90067-6227 -
MAP
|
|
|
|
|
| Profession |
Investment Mgmt |
 |
| Specialty |
Wealth Management, Trust Svcs, Private Banking |
|
| Group |
CC5 |
|
| Business Name |
BNY Mellon |
|
| Title |
Wealth Director |
|
| Address |
10250 Constellation Blvd.
Suite 2710
Los Angeles, CA 90067-6227
|
|
| Work Phone |
(310)551-7622 |
|
| Fax |
|
|
| Web Site |
www.bnymellon.com |
|
| Linked In |
View Profile |
|
| Member Since |
12/2011
|
| |
We deliver world-class capabilities of a global leader with carefully tailored advice and personal solutions for all of our clients.
Customized portfolios for individuals, families, family offices, charitable gift programs, endowments and foundations.
What truly distinguishes our firm is not what we offer, but what we have achieved — the ability to fully realize unique possibilities for each client, with results that surpass expectations over market cycles and across multiple generations.
More Trust Services experience than any other private bank in the country having settled the very first Trust in the U.S. established by Alexander Hamilton.
|
| |
We draw upon leadership in all wealth management disciplines, offering a wide range of resources that few firms can match. We thoughtfully integrate our capabilities in such a way that makes sense for each of our clients. Our resources are continually expanding to meet future client needs.
Our current capabilities include:
Investment Management - Asset allocation research and testing, expert guidance and strategy setting, excellence across and within a very broad range of asset classes.
Wealth and Estate Planning - Fiduciary services, wealth protection and transfer planning, philanthropy, asset specific planning(such as closely held businesses/concentrated wealth), estate settlement and adminitration, family governance.
Private Banking - Deposit and cash management, credit and lending solutions(i.e., secured and unsecured lending, mortgages), hedging strategies, self directed brokerage services.
International and Off-Shore Capabilities - Including Cayman Fiduciary Services
Asset Servicing and Information Management - Global custody, information reporting, performance measurement and analysis, cash processing, partnership accounting.
|
| |
Individuals, families, business owners, key executives, family offices, charitable gifting programs, endowments and foundations.
|
| |
Information Not Available
|
| |
In most major cities in the US including western regional offices: Los Angeles, Newport Beach, San Francisco, Seattle, Las Vegas and Denver.
Several International offices as well including - London and Hong Kong.
|
| Social Clubs |
ProVisors
|
| |
|
|
| Charities |
Upward Bound House and City of Hope to name a few.
|
| |
|
|
| College Degrees |
Southern Connecticut State University
|
| |
|
|
Speaking/Teaching
Experience |
Frequent speaker on investment and financial education topics.
|
| |
|
|
| License Number |
Series, 6, 63, 65
|
| |
|
|
|
|
|
|
|
