BNY Mellon Wealth Management has opened an office in Houston, Texas, bringing the global organisation’s full suite of wealth management services to the region.
With more than two centuries of experience providing investment management, wealth and estate planning, and private banking services, the firm serves private individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations around the world.
Regional Managing Director Thomas Cademartori will head the Houston office, located at 2229 San Felipe Street, along with Dallas-based Texas Regional President Todd Carlton. Cademartori has nearly 20 years of wealth management experience, previously serving as vice president in BNY Mellon Wealth Management’s Dallas office. He brings extensive regional knowledge and expertise to his new role, having spent the majority of his career in the Texas market.
Houston represents one of the top wealth markets in the US and one of the fastest-growing. The Houston office will open with 10 employees dedicated to local clientele.
“With the establishment of our Houston office, BNY Mellon Wealth Management is able to deliver our unparalleled services and the expertise of our global network through dedicated, on-the-ground advisors,” says Carlton. “We are thrilled to serve the Houston market and look forward to expanding our presence to continue to meet and exceed our clients’ needs.”