Luis Ochoa is a Vice President of the strategic planning department for BNY Mellon Wealth Management, based in New York City. He is also a co-founder of the firm’s digital initiative to accelerate organic growth and new businesses. Since joining the firm in 2018, Luis has led strategic engagements for the firm’s wealth and asset management businesses.
His career to-date centers on strategic planning and corporate strategy:
Development of business strategy for global family office business
Development of growth strategy for $300B wealth management business focused on high-net-worth clients and family office
Formation of a corporate development function, creating a framework to assess acquisition opportunities
New market entry for a $225B traditional asset manager, enabling distribution of solutions set to self-directed investors
Digital transformation of U.S. wealth management business to become a private bank industry leader
Launch of digital enterprise with a focus oncore digitization, client journey reimagination, and new business development
Luis received a Bachelor of Arts in Economics from Stanford University, where he was a member of the varsity fencing team. He has spoken at several industry forums and was recognized as an Emerging Leader in Asset Management by National Investment Company Service Association (NICSA) and as a Rising Star of Mutual Funds by Fund Intelligence.