About Mellon
Mellon is a Financial Services company based in Boston (United States). Investment management services are provided to clients by Mellon. It operates on a Professional Services model. Mellon has completed 3 acquisitions, including Direct Advice, EACM Advisors and Walter Scott & Partners. Mellon offers products and services including Index Management and Cash Management. Its focus areas include Financials, Asset Management and Index Investing. Its legal entity is Mellon Investments Corporation. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Mellon Investments Corporation, a subsidiary of The Bank of New York Mellon Corporation, is focused on investment management services. The company operates through two divisions: Mellon, specializing in index management for passive investing, and Dreyfus, focusing on cash management and short duration strategies. Services are provided to institutional and individual investors in the financial sector. Customized solutions at scale, such as direct indexing, are also offered to meet client needs in volatile markets.
- Headquarters Boston, United States
- SectorsFinancial Services
- Phone•••• ••••
- Website mellon.com
- Social LinkedIn X Facebook
- Legal Name Mellon Investments Corporation
- Investments & AcquisitionsDirect Advice
& 2 more
Products & Services of Mellon
Mellon offers a comprehensive portfolio of products and services, including Index Management and Cash Management.
Index management services are provided for passive investing.
Cash management strategies are offered for short duration.
People of Mellon
21 people are tracked at Mellon (12 in leadership, 9 in team).
| Name | Role | Group |
|---|---|---|
Scott Ullum | Head of Distribution | Leadership |
Lori Najjar | Chief Compliance Officer | Leadership |
Nancy Rogers | Head of Fixed Income Index Portfolio Management | Leadership |
Marissa Murray | CMO | Leadership |
Erica Fotta | COO | Leadership |
Stephanie Pierce | CEO | Leadership |
Vincent Reinhart | Chief Economist & Macro Strategist | Leadership |
Marlene Walker Smith | Head of Equity Index Portfolio Management | Leadership |
Stephanie Hill | Head of Index | Leadership |
Anthony Mayo | CTO Of Dreyfus | Leadership |
Stephen Dicenso | Vice President | Leadership |
Barbara F. Buckman | Vice President | Leadership |
Rita Dheer | Banker | Team |
Bryce Bonnett | Application Specialist | Team |
Glynis Bugg | Custody Administrator | Team |
Lorenzo Edwardo | Finance Specialist | Team |
Bill Johnston | Oracle DBA | Team |
Calder Amanda | Personal Assistant | Team |
Michael Coit | Manager Of Technical Operations | Team |
Christopher Foti | BNY Mellon FX Sales | Team |
1 more people are available in the full profile.
Complete people profiles for Mellon
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Investments & Acquisitions by Mellon
Mellon has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include Direct Advice, EACM Advisors and Walter Scott & Partners.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Private equity investments are managed across multiple sectors. | walterscott.co.uk | Edinburgh, United Kingdom | 1985 | May 2006 | •••• | |
Fund of funds firm | eacm.com | Norwalk, United States | 1976 | Aug 2004 | •••• | |
Financial advice on banking, retirement, and insurance is provided. | directadvice.com | Hartford, United States | 1995 | Jan 2003 | •••• |
Complete acquisition details for Mellon
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Timeline of Mellon
3 dated milestones of Mellon across 3 years, from founding to its latest funding, stage changes and deals.
- Acquisition Acquires Direct Advice.
- Acquisition Acquires EACM Advisors.
- Acquisition Acquires Walter Scott & Partners.
Competitors of Mellon
Mellon has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Mellon
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Web traffic of Mellon
Websites that share an audience with Mellon (mellon.com).
Websites whose visitors overlap most with Mellon. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| bnymellonwealth.com | 100% | 30K | View details | ||
| marquette.com | 100% | View details | |||
| bayvanguard.com | 97% | 4.5K | #3,803,958 | View details | |
| statestreet.com | 71% | 346.5K | #141,775 | View details |
Top companies in Asset Management
3 companies that operate in the same segment as Mellon (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Mellon
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Frequently Asked Questions about Mellon
Mellon is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
Mellon Investments Corporation, a subsidiary of The Bank of New York Mellon Corporation, is focused on investment management services. The company operates through two divisions: Mellon, specializing in index management for passive investing, and Dreyfus, focusing on cash management and short duration strategies. Services are provided to institutional and individual investors in the financial sector. Customized solutions at scale, such as direct indexing, are also offered to meet client needs in volatile markets.
Mellon's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Mellon offers Index Management and Cash Management.
Mellon has made 3 acquisitions, including Direct Advice, EACM Advisors, and Walter Scott & Partners.
Mellon operates through Mellon Investments Corporation.