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Lisa Simington

President, Florida West at The Bank of New York Mellon Corp. (Wealth Management)
Overview
Relationships
In The News
Paths
Career History
Boards & Committees
Non-Profit Donations & Grants

Lisa Simington

President, Florida West at The Bank of New York Mellon Corp. (Wealth Management)

Overview

Board Seats
1
Number of Relationships
This person is connected to 2,237 people.

Relationships See Details


Executive Director at American Red Cross - Florida's Southern Gulf Chapter

Chief Executive Officer at The Bank of New York Mellon Corp. (Wealth Management)

Chief Investment Officer, Wealth Management at The Bank of New York Mellon Corporation

Regional President, Florida at The Bank of New York Mellon Corp. (Wealth Management)

Senior Director & Wealth Strategist BNY Mellon Wealth Management at The Bank of New York Mellon Corporation

Managing Director, Operations & Business Strategy at The Bank of New York Mellon Corp. (Wealth Management)

Portfolio Manager at The Dreyfus Corp.

Portfolio Manager at The Dreyfus Corp.

Professional at The Bank of New York Mellon Corporation

Managing Director of Business Development, New England at The Bank of New York Mellon Corp. (Wealth Management)
See 2,227 more listings with RelSci Professional.

In The News See More

Business Wire
October 18, 2017
Tampa Bay Times
February 24, 2017

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Career History

President, Florida West
2009 - Current
BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm seeks to identify stocks that offer the best combination of growth and value characteristics. Their investment approach combines initial quantitative screening with fundamental, qualitative analysis of individual stocks and aggressive risk management. Their equity process is applied consistently for each client portfolio and in each equity class.BNY Mellon Wealth Management manages taxable and tax-exempt fixed-income portfolios with active management that features an opportunistic, multi-dimensional search for value by actively managing interest rate sensitivity and exploiting market inefficiencies. Their fixed-income investment process combines a top-down strategic review of key factors influencing bond returns with research-driven, bottom-up selection of the most appropriate bonds for portfolios.The firm's approach to international investing focuses on outperforming benchmarks and controlling risk. They believe that consistently superior returns can be achieved through an investment management approach that is value-oriented, research-driven and risk averse. BNY Mellon Wealth Management concentrates on stock selection rather than top-down country analysis or market timing. Their bottom-up style incorporates quantitative analysis, fundamental research and risk management and seeks to achieve consistent returns.
Managing Director of Wealth Management
Prior - 2006
Wells Fargo & Co. is a diversified, community-based financial services company, which engages in the provision of banking, insurance, investments, mortgage, and consumer and commercial finance. It operates through the following segments: Community Banking, Wholesale Banking, Wealth and Investment Management (WIM), and Other. The Community Banking segment offers complete line of diversified financial products and services for consumers and small businesses including checking and savings accounts, credit and debit cards, and automobile, student, and small business lending. The Wholesale Banking segment provides financial solutions to businesses across the United States and globally. The Wealth and Investment Management segment provides a full range of personalized wealth management, investment and retirement products and services to clients across U.S. based businesses including Wells Fargo Advisors, The Private Bank, Abbot Downing, Wells Fargo Institutional Retirement and Trust, and Wells Fargo Asset Management. The Other segment refers to the products of WIM customers served through community banking distribution channels. The company was founded by Henry Wells and William G. Fargo on March 18, 1852 and is headquartered in San Francisco, CA.
Professional
2006 - Prior
Goldman Sachs Group, Inc. engages in global investment banking, securities, and investment management, which provides a range of financial services to corporations, financial institutions, governments, and individuals. It operates through the following business segments: Investment Banking, Institutional Client Services, Investing & Lending, and Investment Management. The Investment Banking segment focuses on the provision of financial advisory services public and private sector clients around the world. The Institutional Client Services segment facilitates clients regarding buy and sell financial products, raise funding and manage risk. The Investing & Lending segment includes the company's investing and relationship lending activities across various asset classes. The Investment Management segment deals with the provision of investment and wealth advisory services. The company was founded by Marcus Goldman in 1869 and is headquartered in New York, NY.

Boards & Committees

Non-Profit Boards ▾
Member, Board of Directors
Current

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$5,000 +
2005
Teach For America, Inc. provides teachers and educational services to communities. It operates as corps of recent college graduates and professionals of various academic majors and career interests. The company’s corps members commit to teach in urban and rural public schools. The firm also offers early childhood education, math and science, and teach for all initiatives to address needs in education. Teach For America was founded by Wendy Kopp in 1990 and is headquartered in New York, NY.

Other Affiliations

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