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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
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Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
July 02, 2024 at 12:32 PM
Nuveen CEO Jose Minaya is set to become the next head of wealth and investments at BNY, formerly BNY Mellon, in early September.
Minaya will join the company on Sept. 3, according to the firm’s announcement. He will report to Robin Vince, BNY president and CEO, and will become a member of the firm’s executive committee.
Minaya takes over the leadership role from Hanneke Smits, who will retire in September. Smits transitions to become chairwoman of BNY Investments through the end of 2024.
Minaya previously served as president and chief investment officer at Nuveen, which was acquired by TIAA in 2014. In those roles, he oversaw global operations and investment activities across equities, fixed income, real estate, private markets, natural resources, alternatives and responsible investments.
His additional experience includes investment oversight roles at AIG, Merrill Lynch and J.P. Morgan. Minaya is also on the boards of several companies and charitable organizations, including Moody’s and the Investment Company Institute.
Pictured: Jose Minaya
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