Chadds Ford resident joins BNY Wealth Management

BNY Mellon, a global leader in investment management and investment services, has hired H. Belin Robertson as senior director for business development in the firm’s Philadelphia wealth management office. He reports to Managing Director Garrett Alton.

The newly created role is part of a two-year effort to increase the firm’s sales force nationally, including a substantial increase in the Philadelphia region. Robertson comes to BNY Mellon Wealth Management from Merrill Lynch where he was a financial advisor focused on serving high net worth clients. Before that, he led business development efforts for Neuberger Berman in several Western and Midwestern markets.

Robertson earned a bachelor’s in history from Lehigh University, and a master’s in business administration with a concentration in finance from the University of Southern California’s Marshall School of Business. He is nationally licensed in insurance and mortgage sales. Before beginning his professional career, he spent five years as a competitive Formula Ford 1600cc car racer. He is a resident of Chadds Ford, Penn.

BNY Mellon Wealth Management also recently hired three senior portfolio managers in its Philadelphia regional office: Renzo Cerabino, Carolyn Melzer and Clark Stossel. Combined they bring more than 40 years of financial services experience and all report to Managing Director Mark Haslam.

BNY Mellon Wealth Management is a leading wealth manager with more than two centuries of experience in providing services to clients who today include financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has more than $185 billion in private client assets, as of December 31, 2013, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which provides investment management, custody, wealth and estate planning and private banking services to clients, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation.  For more information go to bnymellonwealthmanagement.com or follow us on Twitter @BNYMellonWealth.

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 management and investment services in 35 countries and more than 100 markets. As of December 31, 2013, BNY Mellon had $27.6 trillion in assets under custody and/or administration, and $1.6 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, or follow us on Twitter @BNYMellon.

 

 

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