Chuck Long
Managing Director, Head of Family Office Services, at BNY Wealth
- Role
- Managing Director, Head of Family Office Services at Bny Wealth
- Location
- Miami-Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
About Chuck Long
Chuck Long manages the investment, wealth management, fiduciary, master custody, and business development activities for BNY Wealth’s 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
Experience
Managing Director, Head of Family Office Services
Mar 2025 — Present · West Palm Beach, FL, US
As Head of Family Office Services at BNY, I manage the investment, wealth management, banking, fiduciary, master custody, and business development activities of BNY’s Global Family Office business.
Education
Nova Southeastern University
MBA, Marketing, Financial Institution Management
1982 — 1984
St. Lawrence University
BS, Economics/Psychology
1976 — 1980
Georgetown University
Master’s Degree, Real Estate
2015 — 2017
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