BNY Mellon Wealth Management Names Daniel Gebhart Regional Director, Head of Portfolio Management in New England

Rhea-AI Summary

BNY Mellon Wealth Management has appointed Daniel Gebhart as Regional Director and Head of Portfolio Management in New England. He will oversee investment management and wealth planning services while leading the wealth managers in the region. Gebhart has been with BNY Mellon since 2000 and previously held senior positions in Boston. This strategic appointment aims to enhance BNY Mellon's client services. As of June 30, 2021, the firm managed $305 billion in client assets and had $31.6 billion in AUM/AUA, indicating substantial market presence.

Positive

• Appointment of a seasoned leader, Daniel Gebhart, to enhance investment management in New England.
• Gebhart's experience in leading high-performing teams may improve client service delivery.
• BNY Mellon manages $305 billion in client assets, indicating strong market position.

Negative

• None.

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

View original content to download multimedia:https://www.prnewswire.com/news-releases/bny-mellon-wealth-management-names-daniel-gebhart-regional-director-head-of-portfolio-management-in-new-england-301346844.html

SOURCE BNY Mellon Wealth Management

FAQ

What is the significance of Daniel Gebhart's appointment at BNY Mellon (BK)?

Daniel Gebhart's appointment as Regional Director is aimed at enhancing investment management and client services in New England.

What assets does BNY Mellon Wealth Management manage?

As of June 30, 2021, BNY Mellon Wealth Management manages $305 billion in total client assets.

What is BNY Mellon's focus in their wealth management services?

BNY Mellon Wealth Management focuses on investment management, wealth planning, and advice services for individuals and organizations.

Who does Daniel Gebhart report to in his new role at BNY Mellon?

Daniel Gebhart reports to Vicary Graham, President of the New England Region.

When was Daniel Gebhart appointed as Regional Director at BNY Mellon?

Daniel Gebhart was appointed on August 3, 2021.