About Us

Headquartered in Boston, BNY Mellon Asset Management North America, which recently announced its brand will be Mellon effective January 2, 2019, is a specialist multi-asset investment management firm dedicated to serving sophisticated investors globally. (Click here to learn more about our new brand) We provide clients with high-quality single and multi-asset investment solutions using both active and passive strategies.

The firm 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 head of BNY Mellon Asset Management in North America. In this capacity, he acts as the Chairman & Chief Executive Officer of the company formed from the merger of Mellon Capital, Standish and the Boston Company, and he oversees the BNY Mellon Cash Investment Strategies (CIS) investment group within Dreyfus. Des is also 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 firm's Chief Business Officer. 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. 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 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 firm, 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 US 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 CFA Society Boston 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.

Linda Lillard

Linda Lillard

Chief Operating Officer

Linda is the firm's Chief Operating Officer 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. 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 the company in 2001 and served as chief information officer before becoming deputy chief operating officer.

Prior to that, 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 Pierce

Stephanie Pierce

Head of Investment Strategy and Innovation

Stephanie is the Head of Investment Strategy and Innovation for the firm. 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.

Elizabeth Slover

Elizabeth Slover

Head of Research Architecture and Design

Elizabeth is the head of research architecture and design. In this role, she works cross functionally to help advance, design and optimize the firm’s research capabilities, including the exploration of new data and research methods. Elizabeth is also a portfolio manager on the US Large Cap Growth Equity strategy.

Previously at the firm, she was the head of global fundamental equity research. Before joining the firm, Elizabeth was with Chancellor LGT Asset Management (now Invesco), where she worked for the director of equities, responsible for managing the equity research group. Before joining Chancellor, Elizabeth was in the equity research department of Smith Barney, where she worked for the chief investment strategist.

She received a BA in political science from Union College.

David Daglio, CFA®

David Daglio, CFA®

Active Equity CIO

David is one of the firm's Active Equity CIOs. 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 firm 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. Previously, 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 firm's Active Fixed Income CIO. 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, 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, including Chief Investment Officer of Active Fixed Income, Managing Director of Global Fixed Income and Senior Portfolio Manager for global credit strategies. David joined the company in 1995 as a portfolio manager and analyst for US domestic fixed income, moving from structured finance to global strategies in 1999. Prior to that, 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 31 years of investment experience.

Jeff Zhang, CFA®

Jeff Zhang, CFA®

Index and Multi-Asset & Multi-Factor CIO

Jeff is the firm's Index and Multi-Asset & Multi-Factor CIO. He oversees the index, multi-asset 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. In this role, he provided leadership on investment strategies and solutions, 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 and led the research and development of the Global Tactical Asset Allocation® and active currency strategies. Jeff first joined the firm 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 the CFA Institute. He earned an MBA from Yale University and a BS from Peking University.

Rose Huening-Clark

Rose Huening-Clark

Business Manager, Collective Funds

Rose is head of business management and collective funds. Prior to that, she was the head of global client experience and solutions delivery for Mellon Capital. She was responsible for day-to-day client experience, including client onboarding, client service, reporting, performance, and billing.

Rose has been in information technology, project management, and management consulting since 1986 and in the investment industry since 1999. Prior to joining the firm in 2006, she was cofounder and principal at StraightLine Associates, a management consulting firm whose clients included NTT/Verio, SEI and Mellon Capital. Prior experience includes being the general manager at Proxicom Gmbh (a U.S. subsidiary Internet consulting firm in Munich, Germany), where she was responsible for all German sales, operations, marketing, and solutions delivery; director of solutions delivery at Proxicom U.S.; vice president of accounting and financial systems at Montgomery Securities; and director of customer systems and information technology at Nextel Communications.

Rose earned a BS in computer information systems from DeVry Institute of Technology.

Amy Koch Flynn, CFA®

Amy Koch Flynn, CFA®

Head of Trading

As a dual officer, Amy is the head of trading for the firm and CEO of xBK LLC. In these roles, Amy is responsible for managing traders located in Boston, San Francisco, Pittsburgh, London and Hong Kong. She also oversees trade execution, advisory and analytics. Prior to that, Amy was the Chief Administrative Officer for Standish. Amy was responsible for oversight of investment risk management, business intelligence and trading. Prior to becoming Chief Administrative Officer, she was the global head of fixed income trading, beginning in 2008. Prior to that role, she was a senior credit trader and has broad experience across the investment grade and high yield markets. She joined the firm in 2004 from Columbia Management Group where she was an investment grade bond trader.

Amy has a BA from the College of Holy Cross, holds the CFA designation, and has 20 years of investment experience.

Patrick Lyn, CFA®

Patrick Lyn, CFA®

Head of Marketing & Communications

Patrick is the head of marketing and communications. He also leads non-US sales support and is responsible representing the firm to all consultant and client relationship partners at BNY Mellon in the EMEA and APAC regions. He is also CEO of Standish (UK), an affiliated entity authorized and regulated by the FCA and a registered investment adviser with the SEC. Prior to that, he was head of non-US client and consultant engagement for Standish. He joined the company in 2006 from WestLB Asset Management where he served as the US fixed income product specialist. Prior to that, Patrick worked for Davis Hamilton Jackson & Associates where he was a portfolio manager and director of fixed income investments. Previously, Patrick was a trust officer with Texas Commerce Bank and started his career in public accounting at Ernst & Young.

He has an MBA and Master of Accounting from Rice University and a BA in Economics and International Relations from Knox College. He also holds the CFA designation.

Jennifer Cassedy, Esq.

Jennifer Cassedy, Esq.

Chief Compliance Officer

Jennifer is the firm's Chief Compliance Officer. 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 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.