BNY Mellon, a global leader in investment management and investment services, has appointed Nancy E. Anderson as senior wealth director serving BNY Mellon Wealth Management’s greater Chicago market and Midwest. She reports to Regional President Michael DiMedio.
Previously employed as a senior private wealth advisor by U.S. Trust, Bank of America Private Wealth Management in Minnesota, Anderson will be based in Chicago.
“Nancy’s stature in the region, her substantial experience, professional credentials and long track record of client service brings additional depth and expertise to our Midwestern wealth management team,” DiMedio said.
During her time at U.S. Trust, she led a team of professionals in the areas of trust administration, investment management, philanthropic planning, banking and wealth strategies. Before that, she held senior leadership roles at U.S. Bank Private Client Reserve, Citigroup Global Wealth Management, and Merrill Lynch Trust Company.
Anderson earned a bachelor’s degree in business and finance from the University of Minnesota and a juris doctorate from William Mitchell College of Law in St. Paul, Minn. She is a Certified Trust and Financial Advisor (CTFA) and an Accredited Domestic Partnership Advisor (ADPA). Anderson serves on the boards of the Hispanic National Bar Association and the William Mitchell College of Law. She is also a member of the Financial Planning Association, Minnesota Women Lawyers, the Illinois State Bar Association, the National LGBT Bar Association, and the National Society for Hispanic Professionals.
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