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BNY Wealth Profile
BNY Wealth

@BNYWealth

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Our Active Wealth approach helps ensure that every financial decision actively and purposely powers our client’s goals.

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Joined May 2012
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@BNYWealth
BNY Wealth
7 years
A group of power women changing the game in the wine industry will join us tmrw in NYC to discuss the rise of women in wine #LeadersofChange
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@BNYWealth
BNY Wealth
8 years
In Mortimer’s latest update, he relates his family motto “if you can’t dream it, you can’t do it” to investing:
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@BNYWealth
BNY Wealth
8 years
What does the phrase “If you can’t dream it, you can’t do it” mean for investing? Read Mortimer's latest Update:
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@BNYWealth
BNY Wealth
7 years
Oh, #Canada ! Check out our latest #ThoughtLeadership from our new #BNYMellonWealth Canada site, launching today:
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BNY Wealth
8 years
#EyesOnThePrize : Mortimer discusses emotions associated w investing & how to keep #longterm goals in perspective
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@BNYWealth
BNY Wealth
7 years
Did Canadian PM Trudeau adjust his '17 budget in response to Trump presidency? We explore US impacts on that budget:
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@BNYWealth
BNY Wealth
8 years
Next week, we will be at the 2017 @HeckerlingEP conference in Orlando. Will we see you there? #Heckerling2017
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BNY Wealth
8 years
Jeff Mortimer: expectations for 2017 & value of considering the whole picture when investing for the long term. Read
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@BNYWealth
BNY Wealth
8 years
Do meager results make you want to exit the market? Mortimer on a diversified asset allocation plan that may help:
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@BNYWealth
BNY Wealth
8 years
Markets go up & down. Do you have a plan to navigate every part of a #marketcycle ? Jeff Mortimer w a plan to help:
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@BNYWealth
BNY Wealth
7 years
While window into health of economy opens each year when #stockmarket takes earings tests, sometimes there's a catch
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@BNYWealth
BNY Wealth
8 years
What is similar about #DangerousMinds & investing? Mortimer: a shift in perspective can influence investment success
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@BNYWealth
BNY Wealth
7 years
Why do earnings seasons matter? Director of Investment Strat Jeff Mortimer explores in his latest Investment Update:
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@BNYWealth
BNY Wealth
7 years
#TBT to 1965, when the Head of the Charles had just 268 competitors. This year, there will be over 11,000. #LeaveYourMark
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@BNYWealth
BNY Wealth
8 years
The scene today on the banks of the #CharlesRiver at the unveiling of the @HOCR Finish Line! #BNYMellon is proud to sponsor #StrivingFor100
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@BNYWealth
BNY Wealth
8 years
Are investors prepared to navigate expected bumps? Jeff Mortimer explains the need to factor in surprise outcomes:
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@BNYWealth
BNY Wealth
7 years
Visit our brand hub, #WorthKnowing hosted by @Entrepreneur to read articles written specifically for #businessowners
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@BNYWealth
BNY Wealth
7 years
If you were to invest in a car, which of this 5 car categories would you be more interested in investing?
70s Muscle Cars
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80s Classic Cars
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Pre-war Cars
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Modern classic cars
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@BNYWealth
BNY Wealth
8 years
Investors, keep your #EyesOnThePrize of achieving long-term #wealthgoals & avoid short-term #markettrend distraction
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@BNYWealth
BNY Wealth
8 years
#BNYMellonWealth is proud to once again be the #AuctionDaySponsor at the 2017 #NaplesWinterWineFestival , benefiting the @NCEF_NWWF
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@BNYWealth
BNY Wealth
8 years
We are at @HeckerlingEP conference in Orlando! Stop by our booth to meet our #BNYMellonWealth team #Heckerling2017
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@BNYWealth
BNY Wealth
7 years
$13.3 billion. Estimated total sales at art fairs in the Global Art Market in 2016. This was a 5% increase from last year, and a 57% increase since 2010. Will the trend continue to rise? Source: Business Wire
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@BNYWealth
BNY Wealth
8 years
Don’t forget the elephant metaphor. Mortimer on considering the whole picture when investing for the long-term:
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@BNYWealth
BNY Wealth
8 years
Are short-term results causing you to question the value of diversification? Read Mortimer’s Feb #InvestmentUpdate
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@BNYWealth
BNY Wealth
8 years
Here are seven year-end planning opportunities we are talking to our clients about as 2016 comes to a close:
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@BNYWealth
BNY Wealth
8 years
Mortimer at #AMAAWinter17 : Returns since the election have favored small cap equities, while international stocks & bonds have struggled
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@BNYWealth
BNY Wealth
9 years
Jeff Mortimer's latest #InvestmentUpdate : Key sentiment measures can be contrary indicators of market direction:
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BNY Wealth
7 years
It wouldn’t be the Head Of The Charles without tricky angles. At Weeks Bridge, rowers will find a sharp 90 degree turn. #LeaveYourMark
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BNY Wealth
8 years
Will you reach your investment goals? Mortimer discusses whether a change in route is sometimes needed. Read:
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BNY Wealth
9 years
Are you quick to react to negative news headlines? Jeff Mortimer: don’t let emotions drive #investmentdecisions :
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@BNYWealth
BNY Wealth
7 years
Bitcoin is currently at 11,000. Where will it be at the end of 2018? #Heckerling2018
Between 0 - 5,000
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Between 10,000 - 15,000
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Between 20,000 - 25,000
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Above 25,000
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@BNYWealth
BNY Wealth
8 years
What are your investment goals? Before you can achieve, be sure to visualize the desired outcome. Mortimer’s latest:
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7 years
$6 million. The cost of the top reported art piece sold at last year’s festival in Miami. How much will the top piece go for this year? #smArtBasel Source: Miami Herald
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@BNYWealth
BNY Wealth
8 years
How can investors prepare for what lies ahead? Jeff Mortimer reviews the events of the summer & looks to the future:
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@BNYWealth
BNY Wealth
8 years
Our team of M&A experts are in #Vegas @TheAlliance_HQ Winter Conf, discussing the state of the market w respect to M&A trends #AMAAWinter17
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@BNYWealth
BNY Wealth
8 years
Ever thought of being a wind turbine service technician? This job is expected to be fastest growing over next decade
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BNY Wealth
8 years
Deputy CISO Christopher Hall w #BNYMellonWealth 's Vicary Graham & Fred Young at the #cybersecurity lunch yesterday
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@BNYWealth
BNY Wealth
9 years
Mortimer & @FT on #dotplot : plans for the Fed's coming tightening cycle shouldn’t kill the stock market #ratehike
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@BNYWealth
BNY Wealth
8 years
CIO Leo Grohowski talked fed. estate & gift tax @HeckerlingEP . 44% of his audience believes in 5 yrs., a new wealth tax regime will exist.
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@BNYWealth
BNY Wealth
7 years
While art is timeless, the way that it’s being purchased is not. 65% of buyers have purchased more than one piece of art online in the past year. #smArtBasel Source: Hiscox Online Art Trade Report 2017
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@BNYWealth
BNY Wealth
8 years
We are at @twitter HQ this morning for a panel discussion regarding the #ChangingFaceOfPhilanthropy
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@BNYWealth
BNY Wealth
8 years
Jeff Mortimer explains the importance of incorporating new info when adjusting opinions about the market. Read:
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BNY Wealth
8 years
Thank you Kelly & @EFPClean team for sharing your story of sustainability success and #50YearsOfGreen #GameChangers
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@BNYWealth
BNY Wealth
8 years
Personal goals are best achieved when you can visualize a desired outcome. Investing is no different. Mortimer:
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@BNYWealth
BNY Wealth
8 years
In his latest #InvestmentUpdate , Jeff Mortimer looks at key events of the summer & what lies ahead for investors:
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@BNYWealth
BNY Wealth
8 years
We are thrilled to be hosting the #ChangingFaceOfPhilanthropy panel discussion @Twitter HQ tomorrow morning!
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@BNYWealth
BNY Wealth
8 years
Panelists will discuss the changing landscape of #philanthropy , as well as the struggles, successes & solutions faced by non-profits.
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@BNYWealth
BNY Wealth
9 years
We salute @Malala & her mission to educate girls everywhere! #GameChangers via @nytimes
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@BNYWealth
BNY Wealth
9 years
Regional Pres Mike DiMedio hosts #politicaleconomy expert @DavidAxelrod in Chicago today
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@BNYWealth
BNY Wealth
9 years
#FedDecision : #rates rise. Will 25 basis points kill the #bullmarket ? Listen to our experts debate 2016 implications
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@BNYWealth
BNY Wealth
7 years
Honored to be the Presenting Sponsor of @HOCR for the fifth consecutive year #LeaveYourMark
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@BNYWealth
BNY Wealth
7 years
78%. The increase of Christie's social followers since March 2016. Yet another example of the speed at which the online art market is growing. #smArtBasel Source: Hiscox Online Art Trade Report 2017
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@BNYWealth
BNY Wealth
8 years
#NWWF has been a celebrated tradition for years. #BNYMellonWealth has a tradition of helping generations of families
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@BNYWealth
BNY Wealth
8 years
#TBT to the venerable Cantabridgian sculler Arthur Smithies, 64, tuning up on the Charles in 1971 #StrivingFor100 #HOCR52
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@BNYWealth
BNY Wealth
9 years
What do #traders & #referees have in common? Managing Director Hugh Campbell tells @business about his weekend gig
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@BNYWealth
BNY Wealth
8 years
From all of our global offices, good luck to those competing in Boston at the #HOCR52 #StrivingFor100
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@BNYWealth
BNY Wealth
9 years
We celebrate exceptional women who have forged their own paths #GameChangers
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BNY Wealth
8 years
Jeff Mortimer at the #AMAAWinter17 conf: strong dollar, moderately rising rates, & shifts to fiscal reform among key themes going into 2017
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@BNYWealth
BNY Wealth
7 years
Dir. of Family Office Eileen Foley sat down w @RoyaMahboob at #TEDWomen conference to discuss how Roya is changing lives through education
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@BNYWealth
BNY Wealth
8 years
The pursuit of perfection doesn’t end at a finish line. Just like at #HOCR52 , consistency is key. #StrivingFor100
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@BNYWealth
BNY Wealth
8 years
Key variables for investors to focus on at this stage of the #bullmarket ? Dir. Of Investment Strategy looks ahead:
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@BNYWealth
BNY Wealth
7 years
We are honored to sponsor @Forbes Greatest Living Business Minds, celebrating 100 years of innovation and entrepreneurship #ForbesAt100
@Forbes
Forbes
7 years
Meet the world’s Greatest Living Business Minds, presented by @BNYMellonWealth #ForbesAt100
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@BNYWealth
BNY Wealth
8 years
Congratulations to Danny Divis & Justin McKenzie of @smcathletics , the recipients of the 2017 @HHA_Foundation Award!
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@BNYWealth
BNY Wealth
9 years
#Volatility , uncertainty, and concern in the #financialmarkets . What is the plan? #BNYMellonWealthPlan
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@BNYWealth
BNY Wealth
8 years
Mr. Fitzpatrick of the Schaeffer Brewing Co. presented its trophy to the 1969 winners from Harvard University #FBF #Strivingfor100 #HOCR52
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@BNYWealth
BNY Wealth
8 years
3D printing, cloud computing, internet of things- what’s next? Keep your eye on these potential catalysts of change:
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@BNYWealth
BNY Wealth
8 years
Eat Drink and Be Merry! We are excited to be the #AuctionSponsor today at #NaplesWinterWine 2017, supporting the @NCEF_NWWF #NWWF17
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@BNYWealth
BNY Wealth
9 years
Crude oil down 24.6% YTD, providing little lift to the #economy . What's the plan? #BNYMellonWealthPlan
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BNY Wealth
7 years
How many countries are represented at this year's art festival in Miami?
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9 years
. @DavidAxelrod in #Chicago last week shared #politicalinsights about politics and the effect on the economy @1871Chicago #shareideas
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@BNYWealth
BNY Wealth
6 years
Congratulations to Catherine M. Keating on joining BNY Mellon as CEO of Wealth Management.
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BNY Wealth
7 years
In 2016, what did online art sales reach? #smArtBasel
$900M
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$1.5B
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$3.75B
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@BNYWealth
BNY Wealth
8 years
Will you be @TheAlliance_HQ Winter Conf? Stop by Lago @Bellagio on 2/1 @ 6:30 PM to meet Jeff Mortimer & have your investment q's answered
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@BNYWealth
BNY Wealth
7 years
Earnings have been rebounding since the 2015 earnings recession- what comes next? Read the latest Investment Update:
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9 years
Behind Every Woman is Herself #BNYMellonWealth #GameChangers
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@BNYWealth
BNY Wealth
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Today in #ATL : WD Gary Rzucidlo hosts discussion of #BNYMellonWealth sponsored biz planning survey in GA & how to avoid risks of a bad deal
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@BNYWealth
BNY Wealth
8 years
On the heels of a Trump win, global #markets soared Wed on anticipation that fiscal stimulus could boost growth:
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@BNYWealth
BNY Wealth
8 years
Good luck to those preparing for the #HOCR52 ! Striving for 100% makes you a winner. #Strivingfor100 makes us BNY Mellon.
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8 years
In Mortimer's latest #InvestmentUpdate , he discusses the mkt since election & how to keep long-term goals in view
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7 years
How many Fed rate hikes do you expect for 2018? #Heckerling2018
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@BNYWealth
BNY Wealth
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And the countdown comes to an end. Tomorrow, history happens – see you on the Charles for a regatta to remember. #LeaveYourMark @HOCR
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BNY Wealth
7 years
Seema Hingorani's goal is to have 30% of the world’s investable capital managed by women by 2030 #LeadersofChange
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@BNYWealth
BNY Wealth
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. @lynseyaddario with a copy of her #memoir "It's What I Do: A Photographer's Life of Love and War" @penguinpress
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@BNYWealth
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8 years
Regional Pres Shannon Kennedy hosts Global Head CSR Heidi DuBois & @EFPClean CEO Kelly Vlahakis-Hanks in our 1st #GameChangers event of 2017
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@BNYWealth
BNY Wealth
8 years
Our team is @HeckerlingEP sharing how we work with families all over to assist in their wealth planning needs. Read:
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@BNYWealth
BNY Wealth
10 years
If you feel like you’ve had to become your own Wealth Manager, maybe it’s time we talked. http://t.co/oPZxciqCqz http://t.co/OrjUwcROq7
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@BNYWealth
BNY Wealth
8 years
Is your wealth plan ready for 2017? Here are 3 important issues that could have an impact on future wealth planning:
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@BNYWealth
BNY Wealth
4 years
In celebration of #IWD2021 , Dr. Bernice King, CEO of @TheKingCenter , joined CEO Catherine Keating for a candid conversation about this year’s #IWD theme #ChooseToChallenge & the role that compassionate, purposeful #leadership plays in driving change.
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@BNYWealth
BNY Wealth
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Tune in tomorrow 10/23 at 4:30 PM EST for a LIVE streaming of the #BNYMellon Championship Cup presentation! #StrivingFor100 #HOCR52
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@BNYWealth
BNY Wealth
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With the S&P 500 down 10.5% YTD, what is the plan? #BNYMellonWealthPlan
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@BNYWealth
BNY Wealth
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93% client satisfaction makes us an industry leader; striving for 100% makes us BNY Mellon.
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#TBT to 2014, when Regional Pres. Lee Woolley presented the #NationalHuntCup to #DecoyDaddy @RadnorHuntRaces
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@BNYWealth
BNY Wealth
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“We're able to do what we do by standing on the shoulders of community partners." We are #InvestedInCommunity
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@BNYWealth
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8 years
It's #ElectionDay ! Join us at 3:30 pm tmrw for our experts’ thoughts on the outcome & what it means for the markets:
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@BNYWealth
BNY Wealth
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Will the #market continue directionless pattern in 2016? Our Dir of #InvestmentStrategy on key themes this new year:
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@BNYWealth
BNY Wealth
8 years
Gail Pierson’s good form pays off in winning the 1971 Women’s Singles. #TBT #Strivingfor100 #HOCR52
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@BNYWealth
BNY Wealth
8 years
Staying focused on a long-term goal helps you make smart decisions in the short run. Investing is no different.
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9 years
Wise words from Amy Millman, our regional pres at BNY Mellon Wealth Management in SF #BNYMellonWealth #GameChangers
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@BNYWealth
BNY Wealth
9 years
Mortimer looks at leading indicator of recession for what lies ahead for US economy. Is fear of recession overdone?
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@BNYWealth
BNY Wealth
3 years
Ahead of the 2022 @BNPPARIBASOPEN finals, our #WestCoast clients joined tennis legend, @Martina Navratilova, for a special reception at the Ritz-Carlton, Rancho Mirage. Martina shared insights and expectations for the finals & stories of her personal and professional life.
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