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

  1. Managing Director, Head of Family Office Services

    Bny Wealth

    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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Chuck Long — Managing Director, Head of Family Office Services at Bny Wealth in Miami-Fort Lauderdale, FL, US | Unifers