BNY Mellon Wealth Management

The merger of The Bank of New York and Mellon Financial Corporation in 2007 created a leading global provider of securities services and one of the largest asset managers in the world. BNY Mellon Wealth Management brings over 200 years of experience to serve over 150 major charitable gift institutional clients. 

The oldest private bank in the United States, The Bank of New York was founded in 1784 by Alexander Hamilton, the first Secretary of the Treasury under George Washington. Mellon Bank was founded in 1869 by Thomas Mellon and his sons, Andrew and Richard. With the merger of the two banks in 2007, BNY Mellon’s leadership extends to over $31.1 trillion in assets under custody and administration. BNY Mellon Wealth Management, a division of Bank of New York Mellon Corporation, specializes in the management of over $204 billion in assets for private clients and charitable gift institutions.

All of Clarkson’s gift annuitycharitable trust and pooled fund assets are invested with BNY Mellon Wealth Management through their Boston, MA offices. Clarkson has administrative responsibility for over 90 gift-with-income plans totaling over $10 million. Clarkson has managed its planned gift assets with BNY Mellon since 1999.

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