Huston Lorenzo

Private Wealth | Family Office | Client Strategist at BNY Mellon Wealth Management

Role: Client Strategist at Bny Wealth
Location: Miami, FL, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

About Huston Lorenzo

Through comprehensive investment planning I specialize in helping individuals and…

Experience

Client Strategist
Bny Wealth
Jun 2023 — Present · Miami, FL, US

Contact information

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Current company

BNY

Financial Services · 10K employees · Founded 1784 · 240 Greenwich St, New York, NY, 10286, US

BNY is a global financial services platforms company at the heart of the world’s capital markets. For more than 240 years BNY has partnered alongside clients, using its expertise and platforms to help them operate more efficiently and accelerate growth. Today BNY serves over 90% of Fortune 100 companies and nearly all the top 100 banks globally. BNY supports governments in funding local projects and works with over 90% of the top 100 pension plans to safeguard investments for millions of individuals. As of March 31, 2026, BNY oversees $59.4 trillion in assets under custody and/or administration and $2.1 trillion in assets under management. (NYSE: BNY) Follow BNY on Instagram & X: @BNYglobal

bny.com

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