Thursday, July 24, 2014

James Robertson to Lead BNY Mellon Wealth Management in New Jersey

English: BNY Mellon Center (Philadelphia)
BNY Mellon Wealth Management has promoted a company veteran to the position of market leader for the firm's New Jersey region.

James Robertson will develop and execute the wealth manager's overall strategy in New Jersey, which is the fifth largest state in millionaire households, according to research firm Spectrum.Robertson will coordinate the day-to-day activities of New Jersey portfolio managers, wealth directors and private bankers and bolster the BNY Mellon brand throughout the region, the wealth manager said in its announcement this week.

He will be based in Madison, N.J.

More information is available here
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