BNY Mellon appoints State Street IR head

Oct 28, 2014
<p>NIRI board member Valerie Haertel to be global head of bank&rsquo;s IR</p>

BNY Mellon has appointed Valerie Haertel, formerly of State Street and Alliance Bernstein, as its new global head of investor relations.

Haertel has worked in IR at investment management and other financial services firms for more than 20 years, most recently at State Street, where she served as senior vice president of investor relations for two years. She is also a member of NIRI’s board of directors and was previously head of the institute’s New York chapter.

Valerie Haertel, BNY Mellon

Valerie Haertel, BNY Mellon
Former State Street head of IR to take over at US bank

Prior to State Street, Haertel occupied a very similar role at Medco Health for more than five years, during which time Medco featured regularly in the short lists for the IR Magazine Awards – US.

Haertel also led investor relations for asset manager Alliance Bernstein, where she spearheaded a global rebranding project and many other key strategic investor initiatives. Other roles include IR and management positions at RC Corporation, NASDAQ and Georgeson & Company.

In her new role at BNY Mellon she reports directly to Todd Gibbons, the bank’s vice chairman and CFO. The new head of IR also sits on the company’s operating committee, which is responsible for ‘successfully executing BNY Mellon’s corporate strategy and policies’.

In a press release published this morning, Gibbons praises Haertel’s ‘outstanding credentials’ and ‘impressive track record of building and maintaining strong and productive relationships with global analysts and shareholders’.

Haertel’s appointment comes in the same week BNY Mellon hired James Wiener as its new chief risk officer. The former Oliver Wyman Group senior partner now leads BNY Mellon’s compliance and credit, operational and market risk functions.

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