People Moves
BNY Mellon Wealth Management Makes Delaware Promotion

Here is a further appointment announcement from one of the largest wealth management shops in the US.
US-headquartered BNY Mellon Wealth Management has promoted Peter Wilson, formerly an associate wealth manager at the firm, to the position of wealth manager in Delaware. The appointment follows a number of other changes in the US by the firm.
Before serving three years as an associate at the wealth management arm of BNY Mellon, Wilson worked within its asset servicing business. He joined in 2010 when BNY Mellon acquired PNC Global Investment Services.
Wilson will be based in Greenville and will report to team leader Gregg Landis, Wilson will provide wealth and investment planning services for the firm’s clients in Delaware.
“Delaware is a key location for BNY Mellon Wealth Management in the mid-Atlantic region,” Landis said in a statement. “We not only serve local clients, we also act as trustee for families around the world who wish to take advantage of Delaware’s status as a favorable trust jurisdiction.”
Among other recent moves, BNY Mellon appointed Brian Moroz as regional director for private banking serving clients in New York, Western Connecticut, New Jersey and Long Island. This week, it said it has opened its first Northern Virginia location: a 4000-square-foot office in Tysons Tower.
BNY Mellon Wealth Management has nearly $205 billion in total private client assets, as of December 31, 2016, and a network of offices in the US and internationally. It provides investment management, custody, wealth and estate planning and private banking services. It is the eighth largest wealth management company in the US according to Barron’s, the magazine.