ERA THEME Financing New York Starting the Exchange Growing the Wealth Refinancing America Advancing Technology Going Global Bringing It All Together BNY Mellon 230 Years of Looking Ahead 1784 Financing New York After the Revolutionary War, New York City was in a state of disrepair. But the city was determined to bounce back. Just months after British forces left U.S. soil, local merchants and lawyers came together to create a bank that would forever play a crucial role in the global financial system. 1784 FIRSTS MONEY 1787 PEOPLE MONEY 1789 FIRSTS CONNECTIONS Gentlemen Patriots More than a place to drink, Merchants' Coffee House was a place to gather—especially for New Yorkers opposed to British imperial policy. The shop became the backdrop for the founding of The Bank of New York. And a fitting place to honor the ratification of its constitution. 1792 Starting the Exchange Long before computers, industrial averages, or opening bells, New York City stockbrokers were changing the way the world does business. Twenty-four gathered under a buttonwood tree just steps from what was BNY Mellon's original headquarters to sign a document that would soon lead to the formation of the New York Stock Exchange. 1792 FIRSTS MARKETS LANDMARKS 1804 FIRSTS CONNECTIONS “ Hamilton was an American prophet without peer. ” - Chernow, Ron, Alexander Hamilton, New York, The Penguin Press 2004 PEOPLE PEOPLE A Dangerous Rivalry Alexander Hamilton is shot in a duel by long-time rival Aaron Burr. He dies the next day at the age of forty-seven. Hamilton's distrust of Burr was no secret, writing that it was his religious duty to oppose him at all turns. 1832 Growing the Wealth Investments are about more than growing dollars and cents; they're about building communities. As the American Industrial Revolution took hold, the power of investing became increasingly apparent worldwide. In Pittsburgh, successful judge, Thomas Mellon, and his sons were bringing a new type of bank to the booming city of steel. 1832 FIRSTS 1837 MONEY 1904 CONNECTIONS PEOPLE ACQUISITIONS 1923 PEOPLE PEOPLE Keep It in the Family T. Mellon & Sons' Bank is established in 1869. When patriarch Thomas retires in 1882, his sons Andrew and Richard are there to take over the family business. In 1902, the name is changed to Mellon National Bank and joins the national banking system. 1929 Refinancing America After the stock market crash of October 29, 1929, the world financial system was shaken. In the decades to follow, the Great Depression forced global markets to struggle to find solid ground. The Bank of New York didn't just weather the storm, they helped bring peace of mind to clients and showed gains when others could not. PEOPLE PEOPLE 1929 LANDMARKS 1931 LANDMARKS 1948 ACQUISITIONS A Matter of Trust In the 1930s, The Bank of New York offers corporate trusts for the first time. In 1946, Mellon merges with the Union Trust Company to become Mellon National Bank and Trust Company. Today, BNY Mellon is a leading provider of trust services. 1955 Advancing Technology Technology continually drives markets forward, acting as a persistent catalyst for innovation. Nowhere is its impact more felt than in the financial industry, where decisions are made in real-time from the U.S. to Asia and in every market in between. TECHNOLOGY 1958 MARKETS TECHNOLOGY 1967 LANDMARKS 1968 ACQUISITIONS 1971 MARKETS TECHNOLOGY The Strength of an Empire On October 6, 1989, The Bank of New York merges with the Empire Trust Company, boosting the Bank's lending limit to $10 million. State-of-the-art technology and the diversity of the banks' offerings allowed for greater flexibility and rapid growth. 1980 Going Global Companies live and die on the success of mergers, acquisitions and expansion to new markets. No organization is spared from organizational growing pains, but it’s the spirit of growth and the investment in people and places that has empowered BNY Mellon to command such an impressive global footprint today. 1988 ACQUISITIONS “ A limestone wall rippling like a curtain descending on a Broadway stage. ” - Ralph Walker on One Wall Street LANDMARKS ACQUISITIONS 1994 FIRSTS ACQUISITIONS ACQUISITIONS LANDMARKS Offices for a New Age The merger with Irving Trust gave The Bank of New York 101 Barclay, a new skyscraper in the financial district of Manhattan. Employee surveys were instrumental in the building's planning and design. Complete with a 60-foot wide atrium, the building features natural light and open spaces. 2000 Bringing It All Together Clients' needs are always changing. Major world events, regulatory shifts, tech innovations, and countless other factors impact markets in moments. Steady growth is about looking ahead and making strong connections, seen in the merger of two legendary financial institutions. 2000 ACQUISITIONS ACQUISITIONS 2003 LANDMARKS MARKETS PEOPLE CONNECTIONS One BNY Mellon The Bank of New York Company, Inc. merges with Mellon Financial Corporation in 2007. A client-first mentality—and a combined 375 years of experience—make the two legendary institutions a winning team as one BNY Mellon.