BNY Mellon Wealth Management promoted three executives to market presidents, the company announced March 8:
- Stephanie Giroux, market president, Westchester and New Jersey
- Katia Friend, market president and director of client strategy for New York Tri-State region
- Andrew Borner, market president, Greenwich, Conn., and Garden City, N.Y.
Giroux joined BNY Mellon in 2016 and has more than 30 years of wealth and investment management experience. She previously served as regional managing director and team leader, Westchester, and as regional director of portfolio management, New York Tri-State. Prior to joining BNY Mellon, she held positions at Wells Fargo Private Bank, Citi Private Bank’s Law Firm Group, TD Ameritrade and US Trust Co. She serves as a finance committee member of Impact 100 Westchester and a board member of Furniture Sharehouse. She holds a Chartered Financial Analyst designation and is a member of BNY Mellon Wealth Management’s Solutions Strategy Committee.
Friend, who joined BNY Mellon in 2008 and has more than 30 years of experience serving the ultra-high-net-worth market, continues to serve as director of client strategy and a member of the Tri-State’s Operating Committee, which she joined in 2013. At BNY Mellon, she has also served as managing director, head of business development and senior director. She is a Governance Board member of the Wall Street Women’s Alliance.
Borner joined BNY Mellon in 1992 and previously served as a senior director/team leader overseeing the Greenwich Wealth Management team. He is on the board of directors for the Greenwich Arts Council and is a certified financial planner.