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BNY Mellon Wealth Management appoints Senior Wealth Director in New York

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BNY Mellon Wealth Management has named Claudine Welti as Senior Wealth Director in New York. She will report to Managing Director Katia Friend, and will be responsible for new business development in the Tri-State region.

“As a 23 year veteran of the financial services industry, Claudine is highly experienced in working with wealthy individuals and their families. Her proven record of developing and cultivating deep, long-term business relationships highlights her commitment to helping her clients reach their personal, professional and philanthropic goals using specialised wealth management solutions,” says Friend. “She is a welcome addition to the team and will complement and enhance the wealth management division’s continued growth effort in the Tri-State region.”
 
Prior to joining BNY Mellon Wealth Management, Welti was in the New York office of US Trust, Bank of America for 8 years, most recently as a Senior Vice President and Private Client Advisor. She worked with high net-worth individuals and families, as well as foundations and endowments to design and implement integrated wealth strategies, incorporating investments, credit and planning. Previously, Welti was an Executive Director at Oppenheimer & Co. and CIBC World Markets for nine years where she worked in Institutional US Equity Sales covering large, institutional investment clients in NY and the Mid-Atlantic.

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