The latest moves in wealth management across North America.

BNY Mellon Wealth Management
BNY Mellon Wealth Management has appointed Robert Bowman as Mid-Atlantic region managing director and business development in Philadelphia.

Bowman will report to regional president, Lee Woolley and will direct leadership for all new business activities, business development teams, and local marketing efforts from Philadelphia south through Delaware, Maryland, Washington, DC and Virginia.

Prior to joining BNY Mellon Wealth Management, Bowman was managing director at National Securities, an independent broker dealer and RIA, and served as partner and managing director at Snowden Lane Partners, a wealth management firm.

OppenheimerFunds
OppenheimerFunds, a global asset manager, has appointed Julie Sendelbach and Dave Thomas to its CEO advisor institute's executive consulting team.

Reporting to Paul Blease, director of CEO advisor institute at OppenheimerFunds, Sendelbach and Thomas will lead personal and professional development programs for financial advisors across the Midwest and Mid-Atlantic regions.

Sendelbach has over 25 years of experience and joins OppenheimerFunds from CEG Worldwide. Thomas joined OppenheimerFunds in 1997 and has held numerous roles, including most recently as regional sales manager for Virginia. 

Peapack-Gladstone Bank
Peapack-Gladstone Bank has appointed Ron Andersen as senior managing director, commercial private banker. 

Andersen is responsible for building the bank’s wealth, lending and deposit business while servicing commercial businesses in the Northern New Jersey area. 

He has more than 30 years of experience in the financial services industry. Most recently, he served as senior vice president and relationship manager at Capital One