Catherine Keating on Wealth Management (Podcast)

Masters in Business

Bloomberg

Investing, Entrepreneurship, Business

4.4 • 2.2K Ratings

🗓️ 3 December 2020

⏱️ 58 minutes

🔗️ Recording | iTunes | RSS

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Summary

Bloomberg Opinion columnist Barry Ritholtz speaks with Catherine Keating, the chief executive officer of BNY Mellon Wealth Management and a member of the BNY Mellon Executive Committee, the company’s most senior leadership group. Prior to joining BNY Mellon, Keating was the chief executive officer of Commonfund and held a variety of senior positions at J.P. Morgan over two decades. She has been named one of the most powerful women in finance and one of the most powerful women in banking by American Banker, and is a member of the Council on Foreign Relations and the Economic Club of New York. BNY Mellon has $2 trillion dollars in assets under management.

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Transcript

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0:00.0	This is Masters in Business with Barry Rittoltz on Bloomberg Radio.
0:07.6	This week on the podcast I have an extra special guest and once again it was a tour to
0:13.2	fourth.
0:14.2	Catherine Keating has quite the storied history in the financial services world.
0:20.7	She is not only the CEO of the BNY Mellons Wealth Management Group.
0:26.5	She is a regular on all of the most powerful women and finance lists.
0:31.8	Previously she was CEO, previously she was Chief Executive Officer of Common Fund and
0:40.1	Head of Investment Management and CEO of the US Private Bank at JP Morgan.
0:46.7	She has really a fascinating background.
0:50.2	They are one of the larger asset managers and so what BNY Mellons does when it comes
0:57.5	to generational wealth transfer and philanthropic planning and all these other areas related
1:05.1	to the core of wealth management.
1:08.4	They are very much a thought leader in the space and their actions have ripple effects
1:14.6	throughout the industry.
1:16.0	I found this to be just an absolutely fascinating conversation.
1:20.6	We definitely went deep into the weeds discussing things like certain types of retaining
1:26.3	interest, guarantor trust, but generally everything was very accessible and quite fascinating.
1:32.5	If you are remotely interested in the asset management business or financial planning,
1:37.6	well strap yourself in because this is going to be absolutely fascinating.
1:41.4	With no further ado, my conversation with Catherine Keating.
1:48.0	This is Masters in Business with Barry Rittholz on Bloomberg Radio.
1:52.8	My extra special guest this week is Catherine Keating.
	...

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