BNY Mellon Wealth Management Receives Civic 50 Orange County Award

BNY Mellon Wealth Management’s Newport Beach location has been selected as a 2017 Civic 50 Orange County honoree. The Civic 50 Orange County, presented by the Orange County Business Journal in partnership with nonprofit OneOC, honors the 50 most community-minded companies in the region and provides a local standard for superior corporate citizenship. The award program showcases how honorees use their time, skills and other resources to improve the quality of life in the community where they do business.

Honored companies were selected based upon four dimensions of their community engagement programs: investment, integration, institutionalization and impact. BNY Mellon Wealth Management was recognized in particular for its dedication to sustainability. The office runs a “PrintWise” initiative to help employees understand the environmental impact of paper use and how to make smart choices when printing and copying documents. As a result of the initiative, BNY Mellon reduced copy paper purchases by a whopping 52 percent in U.S. offices in just four years. The Newport Beach office hosts sustainability themed speakers and events for its clients and partners. The firm offers a comprehensive recycling program for employees, and the office is located in a low carbon footprint building.

BNY Mellon Wealth Management employees are also active participants in the Orange County community, taking part in social cause organization and events including the Juvenile Diabetes Research Foundation fundraising walk, the Girl Scouts of Orange County, University of California Irvine Women & Wealth, Habitat for Humanity, The Jewish Federation, Make a Wish and Goodwill, among others.

“At BNY Mellon Wealth Management, we pride ourselves on our unparalleled dedication to corporate citizenship in the communities where we conduct our business,” said Shannon Kennedy, president of U.S. Markets, Southwest. “We’re thrilled that our service in the Orange County community has been recognized in this way.”

Civic 50 Orange County recipients were recognized at an awards luncheon on October 19, 2017 at the Hotel Irvine, featuring keynote speaker Matthew Emerzian, founder and CEO of Every Monday Matters. All 50 honorees were recognized at the event, and five awards were given in the following categories: small, medium and large company; emerging company; and legacy company. The Civic 50 Orange County List and Special Report will be published October 23, 2017 in the Orange County Business Journal.

About BNY Mellon Wealth Management

BNY Mellon Wealth Management is a leading wealth manager. In 2016 it was named by Family Wealth Report as the top U.S. Private Bank and rated the Top Private Bank for Family Offices by Professional Wealth Management magazine. Barron’s ranked it the 10th largest U.S. wealth manager in 2017. The firm has more than two centuries of experience in providing services to clients who today include financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has $221.3 billion in total private client assets, as of September 30, 2017, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which provides investment management, custody, wealth and estate planning and private banking services, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. For more information go to bnymellonwealth.com or follow us on Twitter @BNYMellonWealth.

About BNY Mellon

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. As of Sept. 30, 2017, BNY Mellon had $32.2 trillion in assets under custody and/or administration, and $1.8 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

About Civic 50 Orange County

Since 2012, The Civic 50, an initiative of Points of Light, has recognized the 50 most community- minded companies in the nation each year as determined by an annual survey developed by True Impact. For the first time in a local market, the Orange County Business Journal (OCBJ) presents Civic 50 Orange County in partnership with OneOC which will recognize the 50 most community- minded small, medium, and large Orange County companies.

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