BNY Mellon Wealth Management has moved its Cleveland office to a new larger space to accommodate anticipated growth in both new business and staff, and hired new staffers in other parts of the nation.
Caroline Lee-Tsao has been hired as senior director, portfolio management, for BNY Mellon Wealth Management in San Francisco. Most recently, Lee-Tsao was a senior vice president of investments with Progress Investment Management Company. Prior to that, she was a managing director and portfolio manager at Charles Schwab Investment Management.
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