We are pleased to welcome Mark LoBello and BNY Mellon back as a River Valley Investors sponsor.
About Mark LoBello: Mark is a Senior Director for BNY Mellon Wealth Management and has been with the firm for over 12 years. He specializes in working with high net worth individuals and families, as well as endowments and foundations. In addition to helping oversee business development for the New England region, Mark coordinates the delivery of investment management, estate and tax planning services, and private banking services on behalf of clients. Prior to joining BNY Mellon Wealth Management, Mark was a Financial Advisor with Baystate Financial. Mark holds a BS in Business Administration from Georgetown University.
About BNY Mellon: BNY Mellon Wealth Management is a leading wealth manager, and was named in 2015 by Family Wealth Report as the top National Private Asset Manager and top Private Bank serving Family Offices. Barron's ranked it the 7th largest U.S. wealth manager in 2015. The firm has more than two centuries of experience in providing services to clients who today include financially successful individuals and their families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has $191.8 billion in private client assets as of December 31, 2015, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which provides investment management, custody, wealth and estate planning and private banking services, conducts business through various operating subsidiaries of the Bank of New York Mellon Corporation.