Sidwell Brings 20 Years of Experience in Investment and Wealth Management Services
TAMPA and NEW YORK, October 7, 2011—BNY Mellon has appointed C. Ray Sidwell, to the position of family wealth advisor for investment management serving the Florida region for the company’s wealth management business. Reporting to the Head of Family Wealth and International Businesses Donald Heberle, Sidwell is based in Tampa.
“As our largest clients have increasingly complex and global financial, banking and investment needs, Ray joins a team of highly experienced investment experts who can bring particular expertise in investment management strategies to enhance all that BNY Mellon already offers to ultra-high net worth families, foundations and endowments,” Heberle said. “With Ray on board, we look forward to deepening our existing client relationships and building new relationships.”
Sidwell, a 20-year veteran in the legal and investment management industry, previously served as the senior family investment officer for GenSpring Family Offices where he was an investment advisor serving ultra-high net worth families throughout North America and was an advisor to a Forbes 400 Family.
Sidwell earned his Certified Investment Management Analyst (CIMA) designation from the Wharton School at the University of Pennsylvania, his Juris Doctor from the Stetson University College of Law and his bachelor’s degree in engineering from the University of Delaware.
“This significant addition is yet another example of BNY Mellon Wealth Management’s growth during volatile times,” said Craig Sutherland, President of the Southeast Region for BNY Mellon Wealth Management. “In less than three years since opening the Tampa office, we’ve grown our assets under management in the Tampa and Sarasota region from zero to nearly 10% of BNY Mellon Wealth Management assets in all of Florida. With Ray as our 12th hire in Tampa alone, and having grown our office space in Tampa and Miami just this year, BNY Mellon has significantly strengthened its presence in Florida.” BNY Mellon Wealth Management has five other Florida offices including Boca Raton, Fort Lauderdale, Miami, Naples and Palm Beach.
BNY Mellon Wealth Management is among the nation’s leading wealth managers, with more than two centuries of experience in providing investment management, wealth and estate planning, and private banking services to financially successful individuals and families, their family offices and business enterprises, charitable gift programs, and endowments and foundations. It is among the top 10 U.S. wealth managers with $171 billion in private client assets and an extensive network of offices in the U.S. and internationally.
BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, offering superior investment management and investment services through a worldwide client-focused team. It has $26.3 trillion in assets under custody and administration and $1.3 trillion in assets under management, services $11.8 trillion in outstanding debt and processes global payments averaging $1.7 trillion per day. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available at www.bnymellon.com and throughTwitter @bnymellon. ###