Rubin will lead the CGS investment team and be responsible for all of the group’s relationships. She will report to CGS managing director George Rio.
Prior to joining BNY Mellon, Rubin was a vice president and equity partner with Frontier Capital Management, a Boston-based institutional investment management firm.
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From 1990 to 1995 she served as a business strategist for Telesis, a business development consultancy. Rubin also serves on a number of the boards for art organizations and other nonprofits.
As part of the restructuring, BNY Mellon Wealth Management executive director Erich Smith created new roles within the group and asked Rio to move from his position with the firm’s Family Office Services group to take the helm of CGS. Rio’s leadership role includes day-to-day management of the CGS teams in Boston and Greensboro, North Carolina.
With more than 100 clients and about $2.7bn in client assets, CGS provides services to universities, hospitals, community foundations, and other nonprofits.
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