BOSTON, Aug. 3, 2021 /PRNewswire/ -- BNY Mellon
Wealth Management has appointed Daniel
Gebhart as Regional Director, Head of Portfolio Management
in New England. He oversees the investment management, wealth
planning and advice services for individuals, entrepreneurs, and
endowments and foundations for the region, as well as providing
direct leadership for the wealth managers. Daniel also serves as
chairman of the region's Account Review Committee. He is based in
Boston and reports to Vicary
Graham, President of the New England Region.
Daniel joined BNY Mellon Wealth Management in 2000 from the
firm's Pittsburgh office where he
held a variety of roles. This included Senior Wealth Manager,
before relocating to Boston in
2010 for his most recent position as Senior Director of Portfolio
Management in New England where he led one of the largest teams in
Boston.
"Daniel is a seasoned wealth management leader, who has managed
and inspired successful, high-performing teams during the last
decade in his previous role," said Graham. "We are proud to promote
him in supporting and growing our New England business. His
experience and expertise will enhance the delivery of our Active
Wealth framework to help clients achieve their long term personal
and financial goals."
Prior to joining BNY Mellon Wealth Management, Daniel held
positions at PNC and Morgan Stanley. He earned a Bachelor of Arts
in Economics from Denison
University.
ABOUT BNY MELLON WEALTH MANAGEMENT
For more than two centuries, BNY Mellon Wealth Management has
provided services to financially successful individuals and
families, their family offices and business enterprises, planned
giving programs, and endowments and foundations. It has
$305 billion in total client assets, as of June 30,
2021, and an extensive network of offices in the U.S. and
internationally. BNY Mellon Wealth Management, which delivers
leading wealth advice across investments, banking, custody, and
wealth and estate planning, conducts business through various
operating subsidiaries of The Bank of New York Mellon Corporation.
A business unit of Wealth Management, BNY Mellon Investor Solutions
includes the firm's institutional multi-asset solutions business.
It has $31.6B in AUM/AUA as of
June 30, 2021 and is penetrating
the rapidly growing OCIO market. For more information,
visit www.bnymellonwealth.com or follow us on Twitter
@BNYMellonWealth.
ABOUT BNY MELLON
BNY Mellon is a global investments company dedicated to helping its
clients manage and service their financial assets throughout the
investment lifecycle. Whether providing financial services for
institutions, corporations or individual investors, BNY Mellon
delivers informed investment and wealth management and investment
services in 35 countries. As of June
30 2021, BNY Mellon had $45.0
trillion in assets under custody and/or administration,
and $2.3 trillion in assets under management. BNY Mellon can
act as a single point of contact for clients looking to create,
trade, hold, manage, service, distribute or restructure
investments. BNY Mellon is the corporate brand of The Bank of New
York Mellon Corporation (NYSE: BK). Additional information is
available on www.bnymellon.com. Follow us on Twitter
@BNYMellon or visit our newsroom
at www.bnymellon.com/newsroom for the latest company
news.
Media Contact:
Ben Tanner
212-635-8676
Ben.Tanner@bnymellon.com
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SOURCE BNY Mellon Wealth Management