BNY Mellon Wealth Management in New York City has expanded its Tri-State region footprint with four new hires.
The firm has hired Wing Wilson as regional fiduciary manager; Leighton Cameron as senior wealth manager; Marcy Morgan as principal for private banking; and Scott Rickman as client strategist, the company said in a press release.
Wilson, an industry veteran with more than 15 years of financial services experience, rejoins BNY Mellon Wealth Management from Citi, where she served as senior vice president, trust officer. She first joined BNY Mellon in 2017 as vice president, senior fiduciary specialist. Prior to working for the firm, she served as vice president and senior trust officer at JP Morgan and as a paralegal at Hill, Ullman & Erwin PC. She received a bachelor's degree from Mercy College.
Wing leads the fiduciary business for the New York Tri-State area and manages the delivery and fiduciary oversight of advisory-based services to clients.
Cameron formerly served as senior portfolio manager at TIAA and before that as a vice president and portfolio manager at U.S. Trust. He has also worked as a financial analyst in airport customer service finance for Delta Air Lines. Cameron, who interned at JPMorgan, earned a bachelor or business administration degree from Georgia State University.
In his new role with BNY Mellon, Cameron provides comprehensive wealth management advice, including managing portfolios and providing strategic planning and advice, for ultra-high-net-worth clients.
Morgan has two decades of experience in financial services and joins BNY Mellon Wealth Management from First Republic Bank, where she was a managing director. Prior to that position, she served as managing director and head of equity financing in the specialty finance group at Wells Fargo Private Bank. Morgan also worked as a managing director and private banker at Deutsche Bank. She received a bachelor's degree from Fairleigh Dickinson University and an M.B.A. degree from Fordham University.
Morgan works with high-net-worth and ultra-high-net-worth clients to develop and implement a strategic plan for managing credit and treasury management solutions.
With more than 20 years of financial services experience, Rickman joins BNY Mellon Wealth Management from JPMorgan Chase Bank, where he served as a private client advisor. Prior to that, he worked in wealth management at Merrill Lynch Private Banking and Investment Group and at UBS. Rickman received a bachelor's degree from Boston University, a master's degree in taxation from the University of Miami and an M.B.A. degree from Boston College.
Rickman works with ultra-high-net-worth clients that include founders, executives, multigenerational families and non-profit organizations.
Wilson, Cameron and Morgan are based in New York City, while Rickman is based in Greenwich, Conn. They all report to John Ippolito, regional president for the New York Tri-State area.
“New York Tri-State is an important growth market, especially our deep and skilled fiduciary and private banking franchises,” Ippolito said in the press release. “The addition of exceptional talent like Wing, Leighton, Marcy and Scott supports our efforts to provide a diverse team of experts to ensure clients have access to our comprehensive offerings as their needs continue to evolve.”
As of March 31, BNY Mellon Wealth Management reported having $305 billion in total client assets.
