BNY Mellon Wealth Management has added three new hires in its Denver office – Marie Dawson as senior fiduciary specialist, Steve Starzec as client strategist and Matt McConaty as associate client strategist.
They all report to Eunice Kim, Colorado market president.
“The Rocky Mountain region is a strategically important growth market to the BNY Mellon Wealth Management business and is continuing to attract a variety of wealthy families from across the country particularly in light of the pandemic as many Americans reevaluate their living arrangements and are moving to cities like Denver,” says Kim. “Marie, Steve and Matt each bring professional fiduciary, wealth planning and investment expertise which complement our Active Wealth framework in helping existing and new clients preserve and grow their wealth.”
Dawson will manage client relationships, exercise fiduciary discretion, pursue new business opportunities and enhance and expand the firm’s relationship with the trust and estate planning community.
Starzec will advise high net worth individuals, families, and organisations by providing wealth advisory and planning services, including solutions that bridge business and personal goals, private banking, investment management, financial planning, and trust administration.
McConaty will be responsible for business development as well as providing financial counsel to high net worth individuals and organizations in the Denver metro community.
Dawson has 25-plus years of experience, including two years at BNY Mellon Wealth Management, having most recently served in the Las Vegas office as Senior Wealth Manager – Fiduciary Specialist. Previously, she served as a Senior Vice President, Client Advisor at Whittier Trust and as Director, Trusts and Estate Settlement Services, BMO Harris Bank, NA. She earned a bachelor’s degree from the University of Kansas, Lawrence. With this new role, Marie returns to Denver, where she resided from 1999-2006. She serves as a volunteer for the American Heart Association and is a member of the Denver Trust Officers Association.
Starzec brings over 30 years to his new role. Prior to joining BNY Mellon Wealth Management, he held various leadership roles including the Boulder Regional Manager at MidFirst Private Wealth Management and the Western Rockies Market Leader at Bank of the West Wealth Management. He earned a Bachelor of Arts in Finance from Doane University and a Master of Science in Finance from the University of Colorado – Denver. He is an active member of his community and serves as a member of the Children’s Hospital Legacy Planning Advisor Council. He also volunteers as a youth football coach.
McConaty joins BNY Mellon Wealth Management with 13 years of financial services experience. He joins from Heartland Financial USA, Inc. where he served as a Portfolio Manager. Matt also previously worked at WG Nielsen investment bank and UBS Wealth Management. He earned a Bachelor of Arts from Boston College and a Master of Business Administration from the Thunderbird School of Global Management. In his community, McConaty is involved with the Rocky Mountain MS Center and WorldDenver, which works to promote a greater understanding of world affairs and cultures throughout Denver.