DAVID LAMERE

Senior Advisor

David Lamere has over 30 years’ experience leading the strategic efforts for wealth management firms. Currently, David is a board member for Big Brothers Big Sisters of Massachusetts, Beth Israel Deaconess Medical Center and Babson College. Most recently, Mr. Lamere was hired to create and build the Private Wealth Management business for Fidelity Investments and served as President of the group focused on providing a full range of investment management, asset allocation, product, trust and other administrative capabilities to high-net-worth clients. Previously, Mr. Lamere served as Chief Executive Officer at BNY Mellon Wealth Management and was a member of The Bank of New York Mellon Corporation’s Executive Committee which identified the company’s strategies and policies. David oversaw the day-to-day operations of the division and was also responsible for the company’s on-going wealth management strategy. In addition, he led the integration of the Mellon and BNY legacy private wealth businesses and merging their respective mutual fund families into one. Earlier in his career, David served as Vice Chairman of Mellon Financial and President of Mellon’s Private Wealth Management group where he led Mellon’s private client services. He was responsible for coordinating all of Mellon’s nationally recognized investment, wealth management and private banking services. Mr. Lamere holds a Bachelor of Science degree from Babson College.