Joe Gross has spent over 20 years on Wall Street, serving in various leadership roles across the buy-side, sell-side and in securities servicing. He is currently the Managing Director & Chief Operating Officer (COO) for BNY Mellon Investment Management, a multi-boutique firm with $2 Trillion in AUM.
In this role, Joe is a member of its Executive Committee, and has global responsibility for overseeing Operations, Technology, Data, Administration and First Line Risk and Control for the organization. He most recently led a major transformational effort to realign the fixed income, equities, multi-asset, and liquidity management capabilities of its largest North American investment boutique. Joe sits on BNY Mellon’s Managing Director Promotion Committee, as well as the COO Round Table which works closely with leaders across the organization on corporate-wide initiatives.
Joe previously held the roles of Chief Administrative Officer for BNY Mellon Investment Management and Asset Servicing. Prior to that, he was the Head of Business Planning & Analysis for Asset Servicing and a Vice President in Credit Services, where he led over $2Bn in credit transactions.
Before joining BNY Mellon, Joe was a Vice President at RBC Capital Markets and Morgan Stanley’s Fixed Income Division, where he spent 15 years in various Investment Grade Credit sales, strategy and research roles. Prior to his career on Wall Street, Joe worked at American Express in marketing and sales positions within its payments and merchant businesses.
Joe is a Director for the Association of Institutional Investors and Vice President of the Trinity College National Alumni Association. He previously served on the Trinity College Board of Fellows, as well as the National Advisory Council of A Better Chance, from which he received the organization’s “Rising Star Award”. Joe enjoys mentoring and developing talent, guiding several mentees through early college years to budding Wall Street careers and beyond.
Joe holds a B.A. in Economics from Trinity College, an M.B.A. in Finance from Columbia Business School and FINRA Series 24, 7 and 63 licenses.