Finance & Accounting

BNY Mellon

201 Washington Street, Boston, MA, Boston

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BNY Mellon — Boston

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About BNY Mellon · Boston

BNY Mellon Wealth’s Boston office offers customized wealth management solutions for individuals and families, helping them build, manage, and sustain wealth across generations. Rooted in a 240-year legacy, the firm uses a structured 'Active Wealth' framework covering investing, borrowing, spending, managing, and protecting assets. The Boston team includes senior leaders like Christine Abramo, Market President, and provides services including investment management, wealth planning, private banking, and family office solutions. The office is located at One Boston Place and partners with local nonprofits like Horizons for Homeless Children.

BNY Mellon Wealth’s Boston office delivers personalized wealth management services grounded in its five Active Wealth strategies: invest, borrow, spend, manage, and protect. With over 240 years of history, BNY has helped clients navigate financial markets and preserve legacies. Services include investment management with tax-efficient strategies, wealth planning and estate solutions, private banking with lending and cash management, and global family office services. The Boston team is led by Senior Director Christine Abramo and includes relationship managers like Scott Viel. The office supports community initiatives, notably partnering with Horizons for Homeless Children. Located at One Boston Place, it serves clients across the region with a focus on long-term financial goals and generational wealth transfer.

In business
over 240 years
Serves
Boston, MA

About BNY Wealth Boston

In Boston, our advisors deliver customized wealth management solutions that support your life, legacy and long-term goals. For more than 240 years, BNY has helped individuals and families build, manage and sustain wealth through changing markets and generations.

Our Services

Helping you uncover opportunities to power your wealth. Our comprehensive Active Wealth framework helps you sustain and build wealth in the shifting market environment.

  • Investment Management
  • Wealth Planning, Trust & Estates
  • Private Banking
  • Family Office Services

Why BNY?

Being relentlessly client-focused isn't easy. But we've found it's the only way to create the kind of client satisfaction that leads to enduring relationships that span generations.

Frequently asked questions

What services does BNY Wealth Boston offer?

We offer investment management, wealth planning, private banking, and family office services, all grounded in our Active Wealth framework.

How long has BNY Mellon been in business?

BNY Mellon has been in business for over 240 years, since its founding in 1784.

Who leads the Boston office?

The Boston office is led by Senior Director Christine Abramo and includes relationship manager Scott Viel.

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