The Bank of New York Mellon Wealth Management, based in New York City, has appointed Barry McKenzie to the position of market president in Naples, Fla., the company recently announced.
In his new role, McKenzie will manage product and service delivery for the Naples region, and will have direct responsibility for wealth managers, client strategists and support staff. He will report directly to Southeast Regional President Kent Moegerle.
McKenzie most recently served as senior vice president and senior personal investment manager with Northern Trust, where he was responsible for the management of large, complex investment relationships for individuals, families and their private foundations.
McKenzie, a certified public accountant in Virginia and Florida, earned a B.S. degree from Minnesota State University and an M.B.A. degree from the University of Miami. He is a CFA charterholder, as well as a member of the CFA Institute, the CFA Society of Naples, and the American Institute of CPAs.
