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BNY Mellon's Pershing Wins Private Asset Management Award

BNY Mellon's Pershing won an award in the Private Banking – Innovation category for Lockwood Managed360® at the Private Asset Management awards in New York City on February 7. Winners were selected by an 11-person judging panel.

“It’s wonderful to have Pershing and Managed360 recognized by Private Asset Management,” said Joel Hempel, chief operating officer for BNY Mellon | Lockwood. “It’s a great win for our team as we continue to expand the breadth of the Managed360 program.”

Lockwood Managed360® is designed to help financial professionals efficiently administer managed assets utilizing one integrated technology platform. The program features a broad range of solutions specifically designed to help advisors spend less time on administrative tasks and more time with clients and prospects.

In all, Pershing made the short list in four categories: Private Banking – Innovation, Best Reporting Solution, Best Investment Platform – Innovation, and Best Philanthropic/Educational Initiative. 

Lockwood Advisors, Inc. is a leading provider of managed account solutions. As a program sponsor, Lockwood offers access to some of the industry’s leading investment managers, provides independent research on separate account managers, and develops advisory solutions to help investment professionals meet the diverse needs of their clients.


Lockwood also offers discretionary portfolio management solutions through financial institutions and independent registered investment advisers. Lockwood Advisors, Inc. is an investment adviser registered in the United States under the Investment Advisers Act of 1940, an affiliate of Pershing LLC and a wholly owned subsidiary of The Bank of New York Mellon Corporation (BNY Mellon).

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BNY Mellon’s Pershing
Liz Ozaist
+1 (347)-528-3559

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