BNY Mellon Wealth Management has hired Michael Yavner as vice president and senior director for its Miami office. The company has steadily and strategically added to its sales force over the past year.
“We continue to reinvest in our business, adding professional talent to serve and anticipate the needs of our clients,” said Craig Sutherland, president of BNY Mellon Wealth Management’s southern U.S. region. “Michael is representative of the deep talent and experience we have assembled at BNY Mellon to both represent our firm and serve the interests of our clients. Our focus on experience, knowledge and talent has resulted in a 97 percent high client satisfaction rating across our entire client base over the past several years.”
Yavner has nearly 15 years of investment management experience as well as professional expertise in financial, estate and retirement, and charitable planning. He joins BNY Mellon from Northern Trust, N.A., where he was responsible for overall wealth management strategy, including new business and relationship development, in the Miami and Aventura markets. Prior to that he was a financial advisor and retirement plan consultant for UBS Paine Webber.
Yavner earned a bachelor’s degree in business administration from the University of Florida in Gainesville. Active in his community, he is vice chairman of The Victory School Board of Directors, which helps children with autism and their families and the recent past chairman of the Aventura Young Professionals group for the Aventura Marketing Council. Yavner is a member of the boards of the Greater Miami Jewish Federation and Mount Sinai Founders, and also volunteers for the Anti-Defamation League and the Reach for the Stars Foundation, helping individuals with cystic fibrosis. He and his wife of nine years reside in Aventura, along with their two children.
BNY Mellon Wealth Management is among the nation’s leading wealth managers, with more than two centuries of experience in providing investment management, wealth and estate planning, and private banking services to financially successful individuals and families, their family offices and business enterprises, charitable gift programs, and endowments and foundations. It is among the top 10 U.S. wealth managers with about $150 billion in private client assets and an extensive network of offices in the U.S. and internationally.
BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. It has $21.8 trillion in assets under custody and administration and $1.0 trillion in assets under management, services $11.6 trillion in outstanding debt and processes global payments averaging $1.5 trillion per day. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation.
To reach Michael Yavner, call 305-810- 2946 or visit bnymellon.com.
