Chuck Long

Chuck Long Email and Phone Number

Managing Director, Head of Family Office Services @ BNY Wealth
Florida, United States
Chuck Long's Location
Miami-Fort Lauderdale Area, United States, United States
Chuck Long's Contact Details

Chuck Long personal email

n/a

Chuck Long phone numbers

About Chuck Long

Chuck Long manages the investment, wealth management and business development activities for BNY Wealth’s non-US, Global Family Office business. Chuck has 40 plus years of experience leading global teams that develop and implement long-term, practical plans to help families, family offices and foundations achieve their wealth planning and investment goals. Chuck works directly with families facing the complexities of multi-jurisdictional wealth planning, asset management and inter-generational wealth transitioning. BNY Wealth is a leading global wealth manager providing investment management, wealth and estate planning, and private banking services to financially successful individuals and families, family offices, charitable gift programs, endowments and foundations. Our capabilities include: Investment Management Wealth and Estate Planning Private Banking Sports and Entertainment Professionals Asset Servicing and Information Management International Families and Cross-Jurisdiction Wealth Needs

Chuck Long's Current Company Details
BNY Wealth

Bny Wealth

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Managing Director, Head of Family Office Services
Florida, United States
Chuck Long Work Experience Details
  • Bny Wealth
    Managing Director, Head Of Family Office Services
    Bny Wealth
    Florida, United States
    View
  • Bny Wealth
    Managing Director, Head Of International
    Bny Wealth Jun 2019 - Present
    New York, Ny, Us
    Experienced manager of global teams helping families, family offices and foundations achieve their wealth, trust, asset custody and investment goals. Working with families on the complex issues impacting inter-generational wealth transitioning.
    View
  • Bny Wealth
    Regional President
    Bny Wealth May 2018 - Mar 2023
    New York, Ny, Us
    View
  • Bny Wealth
    Head Of Greater China, Wealth Management
    Bny Wealth Jun 2013 - May 2018
    New York, Ny, Us
    Chuck is the Head of Greater China, Wealth Management for The Bank of New York Mellon. In this role, he manages all portfolio management and new business development activities for BNY Mellon Wealth Management within the region. Chuck has similar management oversight responsibilities for BNY Mellon's Dubai Sales office, serving the Middle East region. Chuck chairs both the Wealth Management Hong Kong Risk Management & Compliance Advisory Group and the Wealth Management Hong Kong Oversight Committee. He also serves as an Executive Officer of record with the Hong Kong Monetary Authority (HKMA) for BNY Mellon Wealth Management and is licensed by the Hong Kong Securities and Futures Committee (SFC) for Dealing In Securities (Type 1 License), Advising on Securities (Type 4 License) and Asset Management (Type 9 License).
    View
  • Bny Wealth
    Senior Director
    Bny Wealth May 2002 - Jun 2013
    New York, Ny, Us
    Senior Director, BNY Mellon Wealth ManagementConnecticut, New Jersey, New York & the Mid West,
    View
  • Hockey Humanitarian Award
    Trustee
    Hockey Humanitarian Award Jan 2005 - Dec 2018
    The Hockey Humanitarian Award is presented annually at the Frozen Four Men's Division I championship to the top NCAA male or female hockey player for outstanding community service. Hockey's Finest Citizen!
  • Lakepoint Investment Partners
    Principal/Owner
    Lakepoint Investment Partners Jan 1999 - Apr 2002
    Principal and Owner of Lakepoint Investment Partners
  • Roulston & Company
    Director
    Roulston & Company 1990 - 1995
  • Bank Of Boston
    Regional Director
    Bank Of Boston 1985 - 1990
    As Regional Director, managed the North & West Regions of Greater Boston.
  • Hollywood Federal
    Vice President
    Hollywood Federal 1980 - 1985

Chuck Long Skills

Investments Investment Management Asset Management Portfolio Management Wealth Management Wealth Management Services Securities Estate Planning Wealth Financial Services Asset Allocation Risk Management Strategic Financial Planning Alternative Investments Management Private Banking Financial Advisory Financial Planning Mutual Funds Investment Strategies Investment Advisory Hedge Funds Fixed Income Equities Retirement Planning Retirement High Net Worth Individuals Financial Risk Private Equity Bonds Financial Markets Relationship Management Capital Markets Finra Finance Family Office Financial Planners Personal Finance Fund Of Funds Financial Analysis Banking

Chuck Long Education Details

  • Georgetown University
    Georgetown University
    Real Estate
  • Nova Southeastern University
    Nova Southeastern University
    Financial Institution Management
  • St. Lawrence University
    St. Lawrence University
    Economics/Psychology

Frequently Asked Questions about Chuck Long

What company does Chuck Long work for?

Chuck Long works for Bny Wealth

What is Chuck Long's role at the current company?

Chuck Long's current role is Managing Director, Head of Family Office Services.

What is Chuck Long's email address?

Chuck Long's email address is ch****@****lon.com

What is Chuck Long's direct phone number?

Chuck Long's direct phone number is (800) 205*****

What schools did Chuck Long attend?

Chuck Long attended Georgetown University, Nova Southeastern University, St. Lawrence University.

What are some of Chuck Long's interests?

Chuck Long has interest in Environment, Education, Children, Economic Empowerment.

What skills is Chuck Long known for?

Chuck Long has skills like Investments, Investment Management, Asset Management, Portfolio Management, Wealth Management, Wealth Management Services, Securities, Estate Planning, Wealth, Financial Services, Asset Allocation, Risk Management.

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