Chan will provide discretionary investment and wealth management services to high net worth individuals and families.
She reports to Chuck Long, head of greater China for BNY Mellon Wealth Management.
In October, BNY announced it would launch discretionary investment management business in Hong Kong, FSA reported earlier.
“The firm plans to hire additional wealth directors, portfolio managers and other professionals as its client base grows,” Long said.
Chan was formerly at Oppenheimer & Co in Newport Beach, CA, where she worked as a director of investments responsible for creating customised financial strategies for high net worth families.
Her practice also focused on serving female executives and women in transition from divorce or widowhood.
Chan has 20 years of financial services experience, half of which focused on providing strategic wealth management/private banking services to high net worth clients, the firm said.
