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Looking in new directions without losing sight of client needs

How Companies Can Do Well by Giving Back

In Partnership With WSJ Custom Studios

Corporate donations rose to $20.77 billion in 2017, helping charitable giving in the U.S. cross the $400 billion mark for the first time. For companies, the rewards are both financial and personal.

Are Collectibles a Good Investment?

Collectibles offer investors the opportunity to combine their personal passions with the potential for financial return. Yet, there are some unique risks involved. Here is what you need to know before getting started.

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Diverse Companies are Designed for Success

By incorporating diversity into their overall investment strategy, investors will have a new avenue to pursue market returns, as well as reinforce their commitment to a social cause.

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Director of Investment Strategy, Jeff Mortimer on CNBC's Squawk on the Street

BNY Mellon Wealth Management’s, Jeff Mortimer discusses the recent resilience of the market. Have we shifted in sentiment?

Jan 10, 2019


Great wealth management minds, thinking ahead

Jere Doyle

Jere Doyle is an estate planning strategist for BNY Mellon Wealth Management and a senior vice president of BNY Mellon. He has been with the firm since 1981. Jere provides wealthy individuals and families throughout the country with integrated wealth management advice on how to hold, manage, and transfer their wealth in a tax efficient manner.

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