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.
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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.
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