Erich Smith Email and Phone Number

With over three decades of experience leading teams, people, and initiatives within the Wealth Management industry, Erich is a strategic-minded, action-oriented, and results-driven leader. Focused on executing business objectives that drive organic growth, sales leadership, and employee development, Erich is well versed in the operations and support functions required to deliver exceptional client experiences.Formerly serving as Chief Operating Officer of BNY Mellon Wealth Management, Erich oversaw numerous key business segments, including marketing, technology, middle and back office operations, and project management groups. He also held executive director positions for International Wealth Management, Family Office and Charitable Solutions business segments.A CFA charter holder and graduate of the National Trust School at Northwestern University, Erich brings a wealth of knowledge, expertise, and experience to his roles and is committed to driving success and delivering results.Notable Accomplishments:- Improved Net Income at PNC Private Bank thru the development and implementation of several key initiatives, including the expansion of the groups insurance, banking and brokerage capabilities.- Developed and implemented innovative business strategies leading to impressive sales results: BNYM International: Grew AUM 73% from $7B to $12B over a 2 1/2 year period. Grew AUM sales as President of the Central Market Region at BNYM by an average of 19% per year over a three year period.- Increased NIR in the Charitable Solutions organization at BNYM by 155% over three years by instituting a holistic client review and servicing approach- Established a Donor Advised Fund (DAF) at BNYM and grew assets to over $300mm in four years.