BNY Mellon Wealth Management

1. Introducing: The Bank of New York Mellon

6. Page Page Experience & Wisdom Professionals dedicated to serving families with unique requirements. Tom Hopper Wealth Advisor Geoff Seaman Wealth Mgmt. Specialist Maria Thieman Sr. Trust Officer Robin Kalota Sr. Port. Mgr. Team Leader Jim Fletcher Sr. Dir. Port. Mgr. Team Leader Ben McGloin Portfolio Officer Michael Silane Portfolio Officer Syndia Attardo Portfolio Officer Tom Hopper works with successful business owners in establishing a comprehensive personal Financial Plan. By listening to his clients, discussing their goals, analyzing financial matters and coordinating with existing advisors, Tom develops a comprehensive long-term financial strategy. Supported by Geoff Seaman, a 30 year veteran and expert in tax, trust and finance, the BNY Mellon Wealth Management team is sure to improve tax efficiency, perpetuate family goals and simplify the complicated universe of financial planning. Maria Thieman is an experienced Trust Officer with over 10 years serving clients. Knowledgeable in trust administration, tax and trust law, Maria is a valuable resource in assisting BNY Mellon clients who are trustees or beneficiaries of a trust. She reviews all Trust accounts and works closely with families and their Estate Planning advisors as they manage their financial affairs. The Newport Beach Portfolio Management Team is a dedicated group of Investment Professionals with many years experience serving wealthy clients. Preserving and growing wealth is a delicate balance of prudence and diversification. Supported by the BNY Mellon Strategic Investment Architecture, the Portfolio Manager builds personalized portfolios, manages asset allocation and maximizes after-tax portfolio returns.