BNY Mellon Wealth Management, headquartered in New York City, has appointed Nancy N. Keller-Go as the firm’s new global head of fiduciary, Global Family Office, the company announced in a news release.
In her new role, Keller-Go will be responsible for managing a global team of trust professionals serving as an advisor to family offices, as well as charitable trusts and foundations. She is based in Boston and reports to Vincent Hayes, global head of Family Office.
“Nancy has impeccable credentials with extensive leadership and management experience to support our global family office fiduciary offering,” Hayes said in a prepared statement. “Our clients, prospects and COIs will find particularly attractive her focus on trusts, family legacy and transformative philanthropy; experience with domestic and non-US trust structures; and her close ties to the art and collector communities.”
Keller-Go, an industry veteran with more than two decades of experience supporting high-net-worth individuals, families and charitable organizations, most recently served as Investment and Wealth Structuring market director for Bank of America Private Bank, where she led a team of legal, accounting and financial planning professionals providing clients and their advisors with customized strategies in gift and estate planning; income tax and cash flow planning; and business succession planning.
Prior to her employment with Bank of America, Keller-Go served as head of Estates and Special Investments and co-led the Gifts and Trusts team at Harvard Management Company, the steward of Harvard’s endowment. Prior to joining Harvard, she had a U.S. domestic and international trusts and estates practice first with Goodwin Procter LLP and later with Day Pitney LLP.
BNY Mellon Wealth Management has $321 billion in total client assets as of December 31, 2021, with an extensive network of offices both nationwide and internationally. BNY Mellon Wealth Management conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation.