Adam Lieb is a Senior Client Strategist for BNY Mellon Wealth Management. In this role, he is responsible for designing and implementing custody and wealth management solutions for the firm’s Global Family Office group.

Adam has more than 25 years of experience in the financial services industry. Prior to joining the firm in 2022, Adam spent 14 years as Vice President at Fidelity Family Office Services. Previously, he served as Director of Business Solutions for Private Client Resources and held senior roles at Wells Fargo and Morgan Stanley. Adam received a bachelor’s degree from Ohio Wesleyan University.