Shei is a Director for BNY Mellon Wealth Management in its Texas region.  He is responsible for new business development, working with families and their business enterprises to identify how BNY Mellon Wealth Management's investment, wealth management, and private banking capabilities can help them meet their overall financial goals.  He has a passion for helping business owners and their families prepare for their transition from entrepreneur to investor, and/or the ongoing considerations and family dynamics of being a serial entrepreneur.  “Working for the oldest Private Bank in the country, there isn’t a planning issue my team hasn’t solved for successfully, time and again.”