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BNY Mellon Wealth Management appoints Senior Wealth Strategist in Chicago

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BNY Mellon Wealth Management has named Julie Alcala as Senior Wealth Strategist, based in Chicago. She will work with high-net-worth individuals, family offices, business owners, executives, and foundations and endowments on their wealth strategy and planning. Alcala reports directly to Chicago Regional President, Stacie Kuhlman.

Alcala brings over 20 years of financial services experience to this role. Prior to joining BNY Mellon, Alcala spent ten years at William Blair as Director of Wealth Planning. Before that, she was a vice president in the Family Wealth Management Group at Credit Suisse. Earlier in her career, she worked in public accounting at RSM, Deloitte, and Arthur Andersen & Co, serving high-net-worth individuals.

“Julie’s strong network and deep understanding of the Chicago market will support our team in growing relationships and enhancing our offering to clients,” says Kuhlman. “These strengths, coupled with her wealth management experience, make her an indispensable resource for our clients and the Chicago team.”
 

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