About Us

Headquartered in Boston, BNY Mellon Asset Management North America (BNY Mellon AMNA) is a specialist multi-asset investment management firm dedicated to serving sophisticated investors globally. We provide clients with high-quality single and multi-asset investment solutions using both active and passive strategies. 

BNY Mellon AMNA was formed in 2018 when three of BNY Mellon’s largest U.S. investment managers—Mellon Capital, Standish, and The Boston Company—combined. This strategic shift created an asset manager with the combined scale and investment capabilities to offer institutional and intermediary clients a broad range of specialist investment solutions.

Leadership

Des Mac Intyre

Des Mac Intyre

Chairman and Chief Executive Officer

Des is the Chairman & Chief Executive Officer of BNY Mellon AMNA. In this role, he is responsible for the overall strategic direction of the firm as well as day-to-day business management. Des is also CEO of BNY Mellon U.S. Asset Management and oversees the BNY Mellon Cash Investment Strategies (CIS) investment group within Dreyfus. Des is also on the board of Amherst Capital Management, our majority-owned real estate specialist manager, and responsible for representing BNY Mellon’s minority ownership interest in the Siguler Guff companies, a multi-strategy private equity boutique.

Des most recently served as Head of Investment Process Oversight at Bridgewater Associates. Previously, he was the Chairman & Chief Executive Officer of Standish Mellon Asset Management. His investment management experience spans more than three decades and includes roles as Chief Operating Officer at Pareto Partners and Head of Risk and Treasurer for GM Asset Management. Des has an MPhil in Management Studies from the University of Exeter, where he also served as an Honorary Research Fellow, and a BA from University College Dublin.

Adam Joffe, CFA®

Adam Joffe, CFA®

Chief Business Officer

Adam is the Chief Business Officer for BNY Mellon AMNA. He is responsible for all business management activities for the firm. Adam is a shareholder as well as a member of the company’s Board of Directors and serves as a voting member on a number of committees. 

Previously, Adam was the Chairman and Chief Executive Officer of The Boston Company Asset Management. He was a member of the firm’s Board of Managers and chaired the firm’s Management, Product and Investment Committees, among others. With approximately 20 years of industry experience, Adam joined The Boston Company in 2012 as Director of Alternatives and Chief Administrative Officer and was promoted to Chief Operating Officer in 2014. Adam was named Chairman and Chief Executive Officer in 2017. 

Before joining The Boston Company, Adam was Senior Vice President and Chief Financial Officer at First Eagle Investment Management, responsible for all financial aspects of the firm, board and regulatory reporting and new product development. Previously, Adam spent 10 years at Deutsche Bank. His most recent position was COO of Hedge Funds and Fund of Funds and head of U.S. Business Management. 

Adam earned a bachelor’s degree in finance and an MBA in accounting from Bryant University. Additionally, he holds the Chartered Financial Analyst® designation, is a member of the Boston Security Analysts Society and the CFA Institute. Adam was a CPA in the state of Rhode Island.

Alex Over

Alex Over

Global Head of Distribution

Alex is the Global Head of Distribution and oversees relationship management, sales, consultant relations and client service. He also sits on the company’s Board of Directors.

Previously, Alex led the business development and product strategy for Standish Mellon Asset Management. He was also a Director of Standish Mellon Asset Management (UK) Limited. He worked closely with the various regional Investment and Client Service teams within Standish and its affiliates, and with the various distribution entities within BNY Mellon Investment Management, to promote Standish’s strategies. 

Alex joined Standish in 2004 from Pareto Partners in London where he held the position of Senior Vice President, Sales and Marketing for Pareto’s Europe and Middle East clients since 1997. He is a Fellow of the Chartered Institute for Securities and Investment in the UK and received his Diploma in Accountancy from City of London University. He holds FINRA Series 7 & 63 licenses.

Michael Germano

Michael Germano

Head of Strategy

Michael is the Head of Strategy for BNY Mellon AMNA. In addition to helping set and execute the strategic direction of the firm, he oversees the marketing, communications and public relations functions. Michael sits on the firm’s Board of Directors. 

Michael joined BNY Mellon’s Corporate Development team in 2007, responsible for the firm’s mergers and acquisitions. In 2013, he relocated to Hong Kong to take the position of Investment Management CFO for the APAC region. In 2016, he moved to London to head the international strategy group for investment management, before relocating to the U.S. in 2017 to focus on the strategy for the U.S. boutiques.

Michael holds a BS in Management Science from Rensselaer Polytechnic Institute and a MBA from the Tepper School of Business at Carnegie Mellon.

Linda Lillard

Linda Lillard

Chief Operating Officer

Linda is the Chief Operating Officer for BNY Mellon AMNA and oversees technology and operations for the firm. She also sits on the firm’s Board of Directors.

Previously, Linda was the Chief Operating Officer at Mellon Capital Management. In this role, she was responsible for oversight and strategic leadership of the firm’s overall operations, which included information technology, regulatory and portfolio compliance, risk management, middle- and back-office operations, finance, legal and administrative functions. She joined Mellon Capital in 2001 and served as Chief Information Officer before becoming deputy Chief Operating Officer. 

Prior to joining Mellon Capital, Linda was a principal at Bank of America Securities, where she oversaw the development and operation of the company’s brokerage securities operation platform that supported all aspects of back-office operational functions for institutional sales, prime brokerage, electronic trading and clearing services. Linda earned a BA from Rutgers University

Stephanie M. Pierce

Stephanie M. Pierce

Head of Investment Strategy and Innovation

Stephanie is the Head of Investment Strategy and Innovation at BNY Mellon AMNA. In this role, she is responsible for leading strategy development across our product lines. She is also charged with product alignment and addressing identified client investment needs.

Previously, she held leadership positions at Fidelity Investments, Janus Henderson Investors (formerly Janus Capital Group) and Goldman Sachs. Most recently, she held the position of Executive Vice President, Investment Product Group, where she led product strategy for Fidelity’s $2 trillion asset management business. Before joining Fidelity in 2010, Stephanie was a Senior Vice President at Janus Capital Group. She also spent 13 years in positions of increasing responsibility at Goldman, Sachs & Co.

Stephanie earned a BA in International Relations from Stanford University and holds her FINRA Series 24, 3 and 63 securities licenses. She is a member of the Board of Overseers at Beth Israel Deaconess Medical Center in Boston, a member of the Board of Overseers for Boston Ballet, and a member of the Advisory Board of The Journal of Retirement. She is also a Trustee for the U.S. Ski and Snowboard Foundation Board.

David Daglio, CFA®

David Daglio, CFA®

Active Equity CIO

David is the Active Equity CIO for BNY Mellon AMNA. In this role, he oversees the active equity portfolio management teams. Dave is also the head of the Opportunistic Value strategies and sits on the company’s Board of Directors. 

David joined The Boston Company in 1998 as an equity analyst on the Opportunistic Value team, was named a portfolio manager in 2003, and became lead portfolio manager of the team in 2005. Before his tenure at The Boston Company, he served as a senior consultant with Deloitte & Touche Consulting Group, and he also worked at The Dannon Co. David earned a BS in mechanical engineering and a minor in macroeconomics from Rensselaer Polytechnic Institute and an MBA with honors from New York University’s Stern School of Business. David holds the CFA® designation and has 20 years of investment experience. 

David Leduc, CFA®

David Leduc, CFA®

Active Fixed Income CIO

David is the Active Fixed Income CIO for BNY Mellon AMNA. He oversees the active fixed income portfolio management teams and sits on the company’s Board of Directors. 

Prior to this role, David was the Chief Executive Officer and Chief Investment Officer for Standish Mellon Asset Management, responsible for overseeing fixed income investment management activities. He was also a member of the Standish Board of Managers. David held a number of leadership positions during his tenure at Standish, including Chief Investment Officer of Active Fixed Income, Managing Director of Global Fixed Income and Senior Portfolio Manager for global credit strategies. David joined Standish in 1995 as a portfolio manager and analyst for US domestic fixed income, moving from structured finance to global strategies in 1999. 

Prior to joining Standish, David spent seven years as an Investment Officer at State Street. He has an MBA from Boston University and a BS from the University of Rhode Island. David holds the CFA® designation and has 30 years of investment experience.

Jeff Zhang, CFA®

Jeff Zhang, CFA®

Index and Multi-Asset & Multi-Factor CIO

Jeff is the Index and Multi-Asset & Multi-Factor CIO for BNY Mellon AMNA. He oversees the multi-asset, index and multi-factor research and portfolio management teams and sits on the company’s Board of Directors. 
 
Previously, Jeff was the Chief Investment Officer at Mellon Capital Management. In this role, he provided leadership on investment strategies and solutions at Mellon Capital, as well as management of the firm’s investment teams, including portfolio management, research, trading and strategist groups. Jeff chaired the Investment Management Committee, Investment Research Committee and ESG Committee of Mellon Capital. He was a member of Mellon Capital’s Board of Directors. 
 
Before that, he was head of Investment Research at Mellon Capital and led the research and development of the Global Tactical Asset Allocation® and active currency strategies. Jeff first joined Mellon Capital in 1997. In 2004, he served as partner and co-founder at Bayswater Asset Management LLC in San Francisco before returning to Mellon Capital in 2009. His prior experience includes performing equity research on the real estate investment trust (REIT) industry at Salomon Smith Barney. Jeff is a member of CFA Institute. He earned an MBA from Yale University and a BS from Peking University.

 

Jennifer Cassedy, Esq.

Jennifer Cassedy, Esq.

Chief Compliance Officer

Jennifer is the Chief Compliance Officer for BNY Mellon AMNA. She oversees a team of compliance personnel responsible for ethics, regulatory compliance, negotiation of agreements, portfolio guideline compliance, operational risk and monitoring and testing, among other responsibilities.

Previously, Jennifer was the Chief Compliance Officer and Chief Administrative Officer for The Boston Company Asset Management where she served as a member of the firm’s Management, Brokerage and Compliance and Risk committees, among others.

With over 20 years of industry experience at the firm, Jennifer started at The Boston Company as a compliance analyst. She was promoted to head of compliance in 2000 and then Chief Compliance Officer in 2004. In addition to her role as Chief Compliance Officer, Jennifer was named Chief Administrative Officer in 2017. As Chief Administrative Officer, her responsibilities included oversight of vendor management, administration and product development. Jennifer participates in industry associations such as the Boston Roundtable and the New England Broker Dealer and Investment Adviser Association (NEBDIA).

Jennifer earned her BA in economics and political science from Merrimack College and Juris Doctorate from Suffolk University Law School. She is a member of the Massachusetts Bar.