BNY Mellon Wealth Management has expanded its business development in New York, Chicago, San Francisco and Philadelphia by making six new senior hires.

BNY Mellon has appointed two senior directors for business development in New York.

James Horvath, formerly a senior vice president at Atlantic Asset Management, will oversee BNY Mellon’s nonprofit wealth management practice in New York, while Michael Puleio, a small business specialist and financial advisor previously with MetLife, will be responsible for developing business in the greater New York -New Jersey Tri-State region.

Additionally, BNY Mellon has added three senior directors of business development to its family office services group, where Margaret O’Leary joined the group in San Francisco while Kelly Mullaney Dean and Thomas Smith joined in Chicago.

Furthermore, BNY Mellon appointed Belin Robertson as a senior director for business development to its wealth management team in Philadelphia.

Christopher Benson, a former portfolio manager and senior investment consultant at Northern Trust, has appointed as a senior portfolio manager in Denver.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.