Alicia Levine — Chief Investment Officer · BNY Wealth

As a global, C-Level Financial Services, Investment Executive, and Widely Sought-After Market Commentator, I lead strategic investments across all asset classes through rapid industry, investment, regulatory, and market changes. Through 25 years of investment expertise (US, Europe, APAC), analytical skills, capital allocation, and a keen understanding of the markets and macro policy, I have delivered billion-dollar outcomes in a highly competitive industry.

I am an agile builder who establishes and leads organizations, firm branding, client communication and acquisition, while partnering across the business to gain consensus. As a respected thought leader, I am trusted by the CEO, stakeholders, investors, and clients with an authoritative media presence, reacting live to breaking news, providing market analysis and investment outlook with composure and gravitas.

• Currently Head of Investment Strategy, Chair of the Investment Committee and Head of Equity Advisory Solutions. Own management of Asset Allocation fund reflecting portfolio allocation decisions. Advise BNY Mellon Board/CEO/EC/US Treasury on macro outlook, capital market trends and dislocations.

Previously, was BNY Mellon’s Head of Equities, Trading and Capital Markets and Chair Equity Strategy Committee, among others. Directly managed $16B of client capital in various equity strategies.

• Conceived/built the Investment Strategy Group and distribution organization for this $2.4T+ AUM bank asset manager via thought leadership, market analysis, and macro projections. Own asset allocation/re-balance framework for $300B client AUM (all asset classes).

• Selected as the face of BNYM’s Investment and Wealth Management across all media. Regular on-the-record, live broadcast commentator, and breaking news analyst for AP, Barron’s, Bloomberg, CNBC, CNN, Financial Times, Fox Business, NYT, Reuters and WSJ – 40+ appearances/6 mos. Hosts Podcast ”Your Active Wealth.”

• Built out BNYM’s intellectual presence with gravitas – 150 live/media appearances in 250 work days (during COVID).

• Deal closer at BNY Mellon Wealth management, securing ~$4B in 6 months. Enabled Angelo, Gordon & Co.’s firm in acquiring several clients, each worth $1B+ in a then $28B AUM business from Asian, Chinese, US/European Real Estate Markets.

• Building out actively managed thematic funds – future technology, energy transition, and ESG (blockchain, digital payments, clean water, bio-revolution technology, metaverse), enabling clients to make value-based investments. Directed Angelo, Gordon’s firm-wide ESG effort.