People Moves
BNY Mellon Wealth Management Hires Pittsburgh-Based Wealth Strategist

BNY Mellon Wealth Management has hired Kathleen Stewart as a wealth strategist, serving high net worth individuals and families, primarily in Western Pennsylvania.
BNY
Mellon Wealth Management has hired Kathleen Stewart as a
wealth strategist, serving high net worth individuals and
families, primarily
in Western Pennsylvania.
Stewart reports to Don Heberle, executive director of
international wealth management and client segments. Based in
Pittsburgh, she will also provide some
support for BNY Mellon Wealth Management’s offices in Cleveland
and Chicago.
Stewart was latterly vice president for fiduciary research
with fi360 in Pittsburgh,
having previously served for two years as a trust and fiduciary
specialist at
Wells Fargo Private Bank. Earlier in her career, she was a wealth
and estate
planning counselor.
Last week BNY Mellon Wealth Management
recruited Drew Maldonado as a senior director for business
development, charged
with overseeing the firm’s New York-Tri-State region.
The appointments are part of the firm’s
previously-announced two-year recruiting campaign to increase its
sales force by
50 per cent and create other roles in what it views as important
US wealth markets.