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Mike Quinlan joined BNY Mellon Wealth Management in 2014 as a senior wealth director focused on new business development in the Southeast U.S.  He works with high net worth families, family businesses, endowments and foundations on a range of wealth and investment management needs. In conjunction with BNY Mellon’s Portfolio Management Team and Wealth Strategists, he works closely with his clients’  tax and legal advisors on such  matters as retirement planning,  tax and estate planning, concentrated stock positions,  and the sale of privately held businesses.

Prior to joining BNY Mellon, Mike was a principal with a regional advisory firm where he oversaw a team of over 75 investment and tax professionals and helped over 400 high net worth families identify their financial vision and goals and developed plans to achieve them.
With almost 23 years of service in the Unites States Navy, Mike translates his naval leadership experience into the financial industry to offer his clients a unique strategic perspective. A retired U.S. naval flight officer, Mike held senior operational and training management positions at several naval bases and squadrons around the world.  Prior to retiring in 2006, he was director of the Office of Strategic Management at the Commander Naval Air Force Reserve in San Diego. [ ... ]